Estate Planning

/Estate Planning
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Six Estate Planning Focuses for Unmarried Couples

By: Trina Brown, Financial Planning Analyst

According to the Pew Research Center,1 the percentage of adults presently married in the United States declined from a high of 72% in 1960 to a low of 50.5% in 2012. At the same time, […]

Family Matters: Getting Your Financial House in Order

By: Matthew D. Kelly, CFP®

Not too long ago, I signed up for the new marriage, new house, and newborn extravaganza.  As many of you know, and I can certainly attest to now, it is quite the transition.  Times […]

Tax and Estate Planning Throughout Retirement

By: Michael A. Montileone, CFP® and Chris P. Wieder, CFP®

There are many life changing events that occur in a lifetime with retirement normally being in the top five. In addition to being assured that you have accumulated enough assets for […]