News & Insights

Problems with probate

Many of us hope to leave something behind for our loved ones when we pass away. But the probate process is complex. To understand how to better manage potential probate fees, let’s explore what probate […] Read More

Understanding extended care

Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need […] Read More

Four steps to valuing an estate

Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to assess the value of an estate Select the date of […] Read More

Inflation and the real rate of return

The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing […] Read More

What do your taxes pay for?

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. The average household spends more on taxes than on groceries, clothing, or healthcare. […] Read More

Red flags for tax auditors

No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving […] Read More

Please leave home without it

Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is hacked, but you do have […] Read More

How women can prepare for retirement

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 67-year-old woman will live […] Read More
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