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WHAT IS FINANCIAL PLANNING?

Financial planning is simply a better approach to get qualified financial advice. The process involves taking a holistic view at your finances, including a full understanding your values, financial objectives and main concerns, that will guide financial recommendations.

When you hear the word "estate", does it conjure up images of Downtown Abbey, Wayne Manor or one of J. Paul Gett's many residences?

When it comes to retirement planning, there are a number of savings vehicles to choose from as well as investment options to understand and consider.

You may be surprised to learn that there are several ways you could end up paying unnecessary taxes after your death. Strictly speaking, you won’t be the one paying. But your estate will, and that could mean your heirs won’t receive the amounts you intend. Like most people, you probably would like to pay the taxes you owe — nothing more.

Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications

Americans 65 years of age and older face a number of choices when it comes to Medicare healthcare coverage. We look at the top considerations.