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Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your passing, it benefits you while you’re living. 

Do you have any of the following concerns?

• Having enough money to last through retirement
• Funding education for children or grandchildren
• Minimizing taxes so that you keep more of your income
• Leaving more of your assets to your heirs or charity
• Being able to handle a crisis such as a serious injury, layoff, or market turndown
• Making sure family members and heirs are taken care of in the event of a premature death

It has been a very difficult couple of weeks in the financial markets. Stock markets worldwide have dropped sharply on the spread of the coronavirus pandemic. Worse, the shutdowns of large parts of the economy as a risk control measure may lead to further declines. With your portfolios down, and with the headlines screaming more risk, what should you do as an investor?

When planning for retirement, most Americans think mainly about using tax-advantaged savings vehicles like 401(k) or individual retirement accounts, while failing to consider the triple tax advantages associated with saving for future health care costs using a health savings account, or HSA.

Tips to tackle the difficult conversations and how to create a planning team.

2019 is a wrap, and we're into a new decade. How did 2019 end up, and what do we need to know going forward?

When envisioning retirement, you may picture living in tropical climates, traveling and sightseeing at leisure, or doing whatever suits you on any given day. Regardless of your age or circumstance, it might surprise you to learn that a “lifestyle plan” is an important part of retirement planning.

Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

In today’s world, we are more connected than ever. Smartphones, tablets, and laptops allow us to communicate with others easily and at all times. But that communication requires an Internet connection—and not all options are created equal.