There’s a moment early in retirement that surprises a lot of people. They wake up, and there’s nowhere to be. No commute. No quick check of the inbox before coffee. Just a quiet morning that’s all yours to enjoy however you wish. At first, that quiet can feel...
Only 47% of Americans have completed home a inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in 2023, the most recent data available.1,2 It’s great to have insurance against damage and loss, but if you can’t show...
Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose 4.54 percent, while the Nasdaq Composite Index picked up 6.84 percent. The Dow...
When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite these challenges, a wise strategy...
Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and misunderstood. The phrase itself may be somewhat confusing, as people may not know whether it applies to them or their assets. To...