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Advisor's Commentaries, Publications, and News

Avoid These Blunders When Setting up a Living Trust Thumbnail

Avoid These Blunders When Setting up a Living Trust

Statistically speaking, the younger you are, the more unprepared for unexpected death or incapacitation you’re likely to be. If you’re setting up a living trust, avoid these five common mistakes to help you and your trustees benefit from the full advantages this document has to offer.

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Top Financial Fears That Affect Women  Thumbnail

Top Financial Fears That Affect Women

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.

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Why Women Need to Plan for Long-Term Care Thumbnail

Why Women Need to Plan for Long-Term Care

Did you know women are expected to live longer than men? Too many women are stuck with the unexpected expenses of long-term care later in life, instead of preparing for it while there’s still plenty of options, resources and time ahead.

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