Properly naming beneficiaries in your estate plan starts with understanding your goals and the nature of your assets. With improper designations, you run the risk of not disposing the assets to your intended heirs, an increase in income taxes, or the loss of asset protection and preservation.

In honor of July 4th, we are providing a bucket list of patriotic places to visit throughout our vast and varied country. Whether you are still working or are newly retired, it is always beneficial to take a step back and consider whether your "life planning" goals need to be updated or acted upon in a more intentional manner.

You may want to ask whether your financial advisor a fiduciary. Maybe you assume he/she is but it's important to educate yourself on the differences between a fiduciary vs. a broker.

More baby boomers are caring for their aging parents to reduce costs and be closer to family. Becoming a caregiver also comes with great financial burden. Consider these 6 financial strategies to make care easier on you and your family.

Depending on the type of health insurance plan you choose, your deductible can be high or low and might have different expenses that count towards it. Here's 5 things to know before choosing.

Planning your estate can be daunting. Not only is planning for one’s death emotional, the wide variety of available instruments can be confusing. Trusts are one such instrument that you often hear about in estate planning, but do you really need one? If so, what type of trust makes sense?

Consider helping your recent graduate with the gift of a Roth IRA. The power of compounding in a tax-free environment makes the Roth IRA an incredible opportunity for your recently-graduated child. With proper planning, your child can ace retirement.

Empathetic listening coupled with asking probing questions brings a richer conversation with those we love and is the essence of life planning, a growing segment of financial planning for many holistic financial planners.