Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
Scam alert: Learn to spot and stop common fraud tactics
These 10 common scams catch people off guard. Here’s how to stay ahead of them.
Technology & Innovation
A step-by-step guide to hosting a family meeting
Where should you meet? What should you discuss? Who should be there? Consider these suggestions.
Family & Lifestyle
Make the most of Medicare's annual enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
9 key questions for an effective family business transition
Want family to follow your professional footsteps? A successful succession strategy could start with these 9 questions:
Business Ownership
Giving well when you decide to give
Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.
Estate & Giving
The US government has shut down – what happens next?
10/1/2025
Shutdowns typically do not make sizeable impacts on the markets or the economy, though the potential for a lengthy political impasse bears monitoring.
Economy & Policy
Your business deserves an “estate plan”
Drafting a succession plan now can help your business stand the test of time.
Business Ownership
Make your files findable when you leave them to your heirs
Living life and facing death can be liberating – and it doesn’t have to be hard.
Estate & Giving
Mastering a significant wealth event
Whether sudden or planned, the right steps can help you take charge of your newfound assets.
Family & Lifestyle
