Older Americans risk making financial and health care mistakes as they age, even as growing numbers are living longer, ...

Setting priorities in the process of creating a solid financial position can be challenging. The financial planning pyramid provides ... includes automobile, home, life, health, disability and ...

They also seek understanding, trustworthiness and guidance through life ... care when needed. These statistics highlight the multifaceted benefits of planning, which extend beyond financial ...

NEW YORK -- Caring for elderly loved ones can be costly, which is why financial planning ... care proxy Power of attorney for legal and financial decisions Living will for end-of-life choices ...

There are four building blocks that make the foundation of our financial-planning pyramid: health, disability, life and long-term care. Each of these must be addressed before moving up the pyramid ...

potentially reallocating those funds toward long-term care insurance or directly covering end-of-life expenses. This strategic planning can alleviate the financial strain on clients and their ...

As you work on your finances, think of building your wealth as a pyramid. A good financial plan builds upon a solid foundation and enables you to reach your goals even in the face of life's ...

A common misconception held by broker-dealers about fee-only financial advisers is they don’t take care ... funds. Life insurance is an important component of a client’s financial plan.

Which financial instruments must one buy? Financial planning is a pre-requisite to a secured future life – it brings ... I always recommend the pyramid approach: a safety net makes the ...

In my consulting work, I typically ask advisors and managers to imagine that process as a three-step inverted pyramid ... is to take care of the client through a financial planning model that ...