A donor advised fund is an underutilized tool for charitable planning. Learn some key tax and non-tax aspects of this charitable strategy.

When we ask people about their retirement goals, one statement seems to sum up their primary concern, “I don’t want to outlive my money.” That statement has two parts, length of life and quantity of money. Today, we want to focus again on the ‘length of life’ part, examining how you can live longer, healthier and happier. Let’s talk about moving our bodies every day.

In this installment in our series on Evidence-Based Investing Insights, we talk about Ignoring the Siren Song of Daily Market Pricing. You will understand how news and our expectations affect the prices of securities, and you’ll learn how to let the wisdom of the market work for you rather than against you.

With the myriad of issues on the horizon for those recently widowed, it is important to take your time, stay organized, and be willing to get the right type of support when and where needed. In this article, we are providing a useful checklist that you can modify for your own use on your unique journey.

Recordkeeping is a chore that takes some time and thought up front, but the return on that time will pay dividends down the road. You’re too busy not to take the time to do this right.

This article provides links to various websites that discuss life planning, passionate pursuits in retirement, bucket lists, and minimalism.

A widow’s support network can serve critical roles during widowhood. Whether it is helping to plan for the funeral, helping with the emotional aspects of the grieving process, or getting clarity around finances, the right combination of friends, family, and professionals can help widows in their journey.

Deciding whether to move after becoming widow is a major decision. Deciding whether to move cross country or stay put or deciding whether to downsize into a condo in the same town or remain in your current residence, there are both financial and non-financial considerations.