Below you'll find a list of all posts that have been categorized as “Retirement Planning”
With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to review heavily appreciated and concentrated stock holdings. What is intent of the investment that you are holding? Is there a particular goal in mind? No one knows what the value of the investment will be when you want to achieve …
By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing studies into the attitudes and actions of women around financial topics found that an ever-increasing percentage of married women are taking charge of financial and retirement planning for their families. Prudential’s “Financial Experience & Behaviors Among Women 2014-2015” — which …
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Consider these statistics:1 Women now control more than half of the investment wealth in the United States. 48% of estates worth more than …
There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department of Health and Human Services, about 70% of people aged 65 or older will enter a nursing home for some period of time during their lifetimes.1 Whether you or your spouse will be among this group is …
