As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

Certain states are adjusting legal requirements to allow necessary functions that have historically required in-person interactions to be permitted through virtual solutions.

You have worked long and hard, built a successful business and have started to think about enjoying the fruits of your labor. You may be asking yourself, now what?

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

Even the best financial plan can’t overcome the effects aging have on a person’s ability to make financial decisions. Though people are living healthier for longer, there is already evidence that a person’s financial decision making peaks in their 50s and by age 60, the ability to process...