Securing your wishes through charitable giving
Charitable giving plays an important role in many financial plans. However, many people tend to approach charitable giving as a quick exercise they think about once a year. In reality, it requires thoughtful planning, especially if you’re making larger charitable gifts, to ensure your wishes for your money both now and in the future are […]
Positioning your assets to pay for long-term care
One of the most likely expenses in retirement is often one of the most over-looked: paying for long-term care. With healthcare costs continuing to escalate and people living longer, the problem will only continue to grow. Are your assets positioned to help you pay for this possible retirement expense? There are three common strategies used […]