When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.