Financial Planning

The Great American Dream: Decades in a stable, well paying job, then secure retirement and easy street going forward. For most, that dream no longer exists and in fact, a nightmare scenario has arisen. Fewer and fewer Americans these days can even dream of any sort of retirement, with little…

Ranked the #1 Independent Financial Service Advisor for several years by Barron’s, Ric Edelman is an award winning source of essential financial planning and retirement advice. This week, PBS stations across the country will air a special featuring Edelman discussing investment strategies, social security and estate planning. To sweeten the…

Getting around to “The Talk” with your aging loved ones is never easy: no one likes to focus on the difficult decisions surrounding incapacity, financial insecurity or even end-of-life matters. But as tough as those conversations seem, experience underscores that it’s significantly more difficult to discuss these sensitive issues when…

While you may not think of comedian John Oliver as a credible source of financial planning advice, in fact you need to do yourself a favor and watch the most recent episode of his show Last Week Tonight. In simple and stark (and yes hilarious) language, Oliver explains the pitfalls…

While no one can predict your future, the chances of your needing help as you age, either in your home, in an outpatient setting or even in an institution, are fairly high. The help you need might be casual and low key, so that your costs will be modest, but…

No one enjoys planning for the possibility that they can no longer handle their own affairs. Yet this sort of advance planning is an essential way to ensure your wishes are respected and your finances are in order. One easy to use tool is the Durable Power of Attorney form…