Life Events

Estate Tax vs. Inheritance Tax: What’s the Difference?

Estate planning involves preparing to leave a legacy after you're gone, typically by transferring your...

A multigenerational family sitting in a park.

13 Step Checklist to Get Your Aging Relative’s Affairs in Order

Whether it’s due to a health crisis, a fall, or cognitive confusion, getting a phone call about a...

Three generations on a couch looking at each other and smiling.

How to Ease Your Aging Parent Into Accepting Help

After decades of independence and taking care of things on their own, it can be difficult for seniors to...

Young man helps older woman with washing dishes in her kitchen.

8 Things You Need to Consider When it Comes to Long-Term Care

Long-term care probably isn’t something you give much thought to. But as one of the biggest threats to...

Younger couple sits on their couch researching on computer while smiling as their children play on the floor in front of them.

Will vs. Trust: What’s the Difference?

You've likely accumulated assets throughout your life, whether you own a home, bought a car, or built...

An older couple walks on a beachside promenade.

Ages and Stages of Retirement Planning

It was recently reported that 31% of adults say they aren’t sure if they will have enough saved for...

Little girl laughing while standing outdoors with her grandmother and mom.

7 Ways to Help an Aging Parent Navigate Medicare Enrollment

Many people are first introduced to Medicare by helping with their parent’s coverage. Medicare is...

A senior woman and her adult daughter look at paperwork at the table.

7 Benefits of Adopting a Shelter Dog in Retirement

Each October, the American Humane Society recognizes Adopt A Shelter Dog Month, highlighting the...

Senior man relaxing at home in a recliner chair with his adopted shelter dog.

Travel Insurance Tips: Peace of Mind on Your Adventures

Some say planning a trip is half of the fun. Choosing destinations, lodging and iconic excursions can...

Senior woman with backpack, sitting in the lobby of a train station and looking at her phone.

Cybersecurity Awareness for Seniors: Protecting Your Financial Information

While managing finances can be complex, protecting your finances is proving to be even more difficult in...

Woman uses mobile app for safety.