Advisor to Client

Planner: Proven rising-rate protection Fallback Image Decorative pattern

Investing

Planner: Proven rising-rate protection

Traditional bond strategies, with longer than average durations, may offer investors little protection against declining values during a rising interest-rate environment. How can you make the most of your fixed-income allocation now, and in the future?

June 16, 2014

1 min read

Getting divorced? Redo your will Fallback Image Decorative pattern

Financial Planning

Getting divorced? Redo your will

Divorce is an emotionally and financially stressful time. But if you don't update your estate plan, it can cause additional stress in the future.

By Melissa Shin |June 9, 2014

1 min read

Insurance for newlyweds Fallback Image Decorative pattern

Financial Planning

Insurance for newlyweds

Joint policies may seem attractive because of the cost savings. But it doesn’t cost much more to insure each life individually, and you or your spouse receives double the payout.

By Sarah Brown |June 8, 2014

3 min read

Name trustees for family members with disability trusts Fallback Image Decorative pattern

Financial Planning

Name trustees for family members with disability trusts

Liz and Mike are both accountants in their late 40s. Their only child, Jordan, is 16 and has Down syndrome.

By Evelyn Juan |June 7, 2014

5 min read