The goals that
matter most to you

Wealth Planning for Shortened Life Expectancies and Senior Family Members

Millions of Americans have shortened life spans because of illness. Expressing wishes and needs regarding your person and property can help bring peace of mind.

Aging and Your Wealth

Many families delay difficult discussions until a health crisis hits. But with life expectancy on the rise and the cost of long-term care steadily increasing, the time to start the conversation may be now.

Checklist: 7 Things Every Alzheimer's Caregiver Should Know

Use these tips to help you keep your loved ones safe as you manage the financial aspects of caregiving

Health Savings Accounts Explained

Answers to 9 questions many people have—from who's eligible to what costs HSAs can help you cover

Addressing Memory and Your Family

Maintaining family wealth over generations can be challenging. Now is the time to create and share a plan designed to benefit your children and their children.

Alister and Cecile's Story

Watch a personal story of a family dealing with Alzheimer's.

Older adults and driving safety

Driving is one of the most important sources of independence for older adults. As we age, our driving ability changes and eventually diminishes. This article describes how to create an ongoing partnership with elder family members in order to keep them safe on the road, keep their driving skills as sharp as possible and help them make the decision to stop driving at the appropriate time.

The Basics Q&A: Is There a Driving Age Limit?

Q: How can I tell if it’s time for my 78-year-old mother to stop driving?

Snap Stat: Scared Stiff About Health Care Costs

What Behavioral Finance Has to Say about Elder Financial Fraud

Older individuals may isolate themselves in order to avoid elder financial fraud. However, research suggests that isolation can actually cause, rather than prevent, victimization. As a result, behavioral finance suggests an alternative approach: deepen connections with others to enable information flow and facilitate collaborative decision making. While seemingly counterintuitive, this intentional openness can be a way for families to prevent, detect, and recover from elder fraud.