Selecting a trustee for your estate can be tricky. We break down the pros and cons of each option and clear up some common misconceptions around trust management.

Get a comprehensive checklist of key financial tasks to handle after losing a loved one – from gathering essential documents to managing accounts – to help make a difficult time […]

Planning to retire before age 65? Learn more about your health insurance coverage options available before you’re eligible for Medicare.

Do you have gaps in your property and casualty insurance coverage? Learn how to protect yourself and your family against costly oversights in your insurance strategy.

Learn what a trusted contact is, how they help protect your financial accounts from fraud and exploitation, and why designating one adds an important layer of security to your investments.

Where you retire can make a big difference in your retirement plan. We share the factors that go into the decision and how the different states stack up for retirees.

From financial tips to life lessons, we offer 10 essential pieces of advice for new graduates – from practical wisdom about money management to insights on personal growth and building […]

Learn the seven essential estate planning tasks everyone should tackle – from wills and trusts to beneficiary designations – and why they matter for protecting your legacy and loved ones.

Learn why the traditional 4% retirement withdrawal rule may be too conservative and discover how a flexible approach can help optimize your retirement spending strategy.

The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every Community Up for Retirement Enhancement […]

Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of flurry each year. This year, […]

By the time Thanksgiving rolls around, many people are eager to support the charities and nonprofits closest to their hearts. And while it may be tempting to pull out a […]