Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Protection from a Financial Emergency
A financial emergency can happen to anyone.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The (Other) Talk: Preparing Your Parents for Retirement
For much of our lives, our parents are the ones who have to bring up uncomfortable topics. (Just think back — and squirm — to their birds and bees talk. Awkward, right?) But once we become adults, sometimes it’s our turn to start sensitive conversations.