Over my 34 years in the financial services industry I have witnessed many trends driven by demographics. The latest trend involves moving out of a longtime residence to a continuing care retirement community (CCRC).

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...

The value that a professional financial planner (CFP® or ChFC®) can add to a person’s life is not fully understood by all. The value goes far beyond just telling a client where to invest their money.

We have all heard the famous saying of Benjamin Franklin, “In this world nothing can be said to be certain, except death and taxes.”