Study Shows Retirement Targets Have Shifted

The COVID-19 pandemic presented a unique set of challenges for financial and retirement planning and now investors are looking ahead to the future with different priorities. A recent research study from Northwestern Mutual shows that over one third of Ame ...

What Is a Fiduciary’s Duty of Impartiality?

A fiduciary has several different responsibilities to the beneficiaries of an estate or a trust. Violating these could constitute a breach of fiduciary duty and being removed from this role or even being found personally accountable for financial mistakes ...

Short Term Versus Legacy: Your Financial Plan

It can be difficult to ensure that you have enough funds set aside for retirement and that you've done the appropriate strategies and planning to protect yourself later on. But this also must be balanced with your interest in creating a legacy. How do ...

How Does an Executor Gather Assets?

Before an executor can serve in their future duties as personal representative for a deceased person's estate, they must begin by inventorying all assets. Identifying all assets that belong to the decedents and safekeeping them if necessary are two import ...

What Is Intestate?

Estate planning refers to comprehensive financial planning such as making a will, using trusts or pulling together other strategies that help pass on your assets after you pass away. If you do not have a will as part of your estate planning, however, you ...