5 Min. Read
How to Create a Trust Fund for Your Heirs
A trust is an important part of many people's estate plans. Here are the steps to creating and funding a trust.
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Find up-to-the-minute information on securing your future on your terms.
5 Min. Read
Legacy Planning: How to Make Digital Assets Accessible to Heirs
Digital assets are an important part of your legacy. Learn how you can ensure loved ones have access to them as part of your estate plan.
3 Min. Read
Legacy Planning: Granting Family Access to Your Bank Accounts
An easy and important part of estate planning is making it possible for your heirs to access your bank accounts after you've passed. Here's how to do it.
4 Min. Read
How to Find a Certified Financial Planner
A certified financial planner can help you make the most of your money by helping you create and stick to a financial roadmap. Here's how to find one.
5 Min. Read
How to Find a Passion Project
Not everyone with ample time on their hands knows how to fill it. Engaging in a passion project can lead to fulfillment and many other benefits, here's how to find one that's just right for you.
4 Min. Read
6 Ways to Make Friends in Retirement
Making friends at any age can be hard but well worth the effort. Here are six tips to help you make new friends in retirement.
4 Min. Read
How to Stress Test Your Retirement Plan
Putting your retirement plan through some stress tests is a good way to determine if it's going to go the distance. Here are three questions that will put your plan to the test.
3 Min. Read
What to Tell Your Adult Children About Your Estate Plan
Sharing information about what's in your estate plan with your adult children is a simple way to help them navigate your estate when the time comes.
5 Min. Read
How to Trace Your Family Tree
Looking into your family's history can be a fascinating and rewarding pastime. Not sure where to start? Here are some tips from genealogy amateurs and experts.
6 Min. Read
How to Decide Where to Retire
Do your dreams of retiring somewhere exotic line up with the realities? Many people have ideas of retiring somewhere else. These questions can help you decide if somewhere else makes sense for you.
7 Min. Read
How to Have Difficult Conversations With Aging Parents
With certain conversations it can be difficult to know where to start. Learn how to initiate essential conversations with your parent, when to talk and when to listen.