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  • An elderly widow being comforted by her daughter.

Widowed women and money: How to navigate the transition successfully

By Anh Thu Tran, MBA Given longer life expectancies, approximately 80% of women die alone while 80% of men die with a companion. One in four American women ages 65 to 74 are widows. Three in four American women ages 85 or older are widows. U.S. household income declines approximately
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  • Senior couple cooking meal at home, man reading a cooking recipe book and woman cutting vegetables.

Financial planning in your 60’s

By Allyn Hughes, CFP®, ChFC®, CLU®, CAP® By the time you reach age 60’s, you have already made many important financial decisions and, like most of your peers, understand your basic financial situation as you finalize your retirement plans. You still must prepare to take the ass
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  • Prodigy baby in graduation cap and red ribbon reaching for apple

Saving for your child’s education: Which accounts to use when

By Anh Thu Tran, MBA As our society becomes more technologically advanced, we become increasingly dependent upon an educated workforce. Consequently, a good education is often critical to one’s success. An article in U.S. News and World Report noted that it takes about $233,610 to rai
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  • A piece of paper with words Long-term Care Insurance encircled by a stethoscope.

Long-term care insurance (LTC): Evaluating cost and benefit

By Gary Brooks, CFP® One of the most difficult financial planning decisions is whether to purchase long-term-care insurance to possibly cover the costs of extended care late in life. It is hard to know whether you clearly have enough savings to self-insure against this potential need
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