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Steps Couples Should Take As They Approach Retirement

Cover the basics Define your lifestyle. More than two in five (42%) couples surveyed don’t agree on lifestyle expectations in retirement. Determine what you both want from retirement. Will you continue to work and live your current lifestyle? Do you dream of traveling? Where will you live? Choose your target date. Three out of five…

Do I Need a Power of Attorney?

The Power of Attorney is a legal arrangement that helps you turn over the management of your finances or business affairs should you become incapacitated. Keeping your estate planning documents up to date is essential in the event something happens to you and you are unable to make the decisions regarding your finances.  Having an…