estate planning

Having “the talk” is never easy – but most people would choose that over the money conversation.

This advice isn’t your typical Valentine’s Day fare, but it’s the ultimate expression of love.

Steve offers his solution for the retirement funding crisis.

Plan your own funeral to avoid leaving the burden for your survivors.

A transfer on death is a straightforward alternative for individuals who don’t have a will.

Many Americans underestimate how important it is to designate a beneficiary on their retirement accounts.

Gift your loved ones money and ensure that they use it wisely…

Too many retired Americans are afraid to spend money and enjoy their retirement.

Retirees who don’t update the beneficiaries to their retirement accounts often leave the intended recipients empty-handed.

It may be time to simplify your financial affairs… Here’s how to get started.