Despite the dollars, fears and emotions – you can manage with planning! Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC kicks in when you lose the ability to care for yourself and can no longer do things such as bathe, dress or … Read More about Prepare for Long-Term Care Before the Need

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all investing involves risk, including the possible loss of principal, here are six basic principles that may help you invest more successfully. Long-term compounding can help your nest egg grow It’s the “rolling … Read More about Six Keys to More Successful Investing

The 401(k) allows (most) account owners to stash away $19,500 per year (or $26,000 for those age 50 and over), without paying any federal income tax on contributions.1 And with 2017’s Tax Cuts and Jobs Act reducing the top marginal tax rate for just about all tax filers through 2026, this could be a good … Read More about How Should High Net-Worth Women Use Their 401(k)?

As the saying goes, “50 is the new 40″—and with Americans living longer than ever before, it’s not unusual for those in their 50s, 60s, or even 70s to be in their peak earning years.1 But for those who would prefer the option of an early retirement, it can be helpful to revisit your net … Read More about Revisit Your Investment Strategy at Each Age Milestone

Divorce can deal both divorcing spouses one of the biggest financial blows of their lifetimes. In fact, experts estimate each spouse will need to increase their individual income by about 30 percent to maintain the same standard of living they had prior to the divorce.1 However, if your ex-spouse was a spendthrift or otherwise wasn’t … Read More about What to Know About Investing After Divorce

Investing for your retirement isn’t about getting rich quick. More often, it’s about having a game plan that you can live with over a long time. You wouldn’t expect to be able to play the piano without learning the basics and practicing. Investing for your retirement over the long term also takes a little knowledge … Read More about Staying on Track with Your Retirement Investments