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9 Essential Estate-Planning Documents

Dying intestate (without a will) leaves your heirs with a potential mess. And yet, 64% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. The number one reason people haven’t created a will is that they haven’t...

Start Saving For Long-Term Healthcare

At least 70% of American aduts will need long-term care services and support sometime in their lifetime. How will you plan to pay? Click Here to Download Report

The 5-Year Countdown to Retirement

Five years before they retire, older workers should start focusing seriously on the big changes ahead, says Emily Guy Birkin, in her book, The 5 Years Before You Retire: Retirement Planning When You Need It the Most. In those last few years, you can get a lot done....

Focus on the 3 D’s – A Tip for Increased Financial Literacy

Focusing on the three D’s — diversification, dividends, and discipline — can save you the daily stress of investment tracking and help you stay focused on your goals Christopher Quinley, CFP®, CIMA®, AAMS®, the co-founder of Liang & Quinley Wealth Management, says...