Do you have more financial responsibilities than resources? That's not uncommon these days-not when so many of us are trying to pay off our mortgages, prepare for retirement, save for college and care for aging relatives. That's where it helps to have a financial professional by your side; someone who can evaluate your needs, assess your priorities and recommend solutions that help address your financial goals and objectives.
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
A letter of instruction could be just as important as a will to help loved ones settle an estate. Do you know what information to include?
How much should I save to reach my goal?
What are my needs for burial and final expenses?
I'm retired, how long will my savings last?
What are the tax advantages of an annuity?
