You don’t need to sell the “estate plan.” You need to meet people during the moment that makes planning relevant: the birth ...

A few years ago, when a friend learned that we share a love for Warren Zevon, he told me that he wanted Zevon’s songs “I Have to Leave,” “My Ride’s Here,” and “Keep Me in Your Heart” played at his ...

As we hunker down this fall, we have an opportunity to reflect on matters we are usually too busy to think about or don’t ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Medicare acknowledges end-of-life planning as an important part of your healthcare. It has an “advance care planning” benefit, which a person can include as part of their annual wellness visit.

The first time Laura and Scott Geiger of Spring City, Chester County, started thinking about life planning was after the birth of their first child. In their late 30s at the time, they wrote a will ...

Birds, bees, and Final Wishes — a new study says “Now’s the time” for the other Big Talk with Mom and Dad: the one about what will occur when the end of life happens. A new poll of 2,000 U.S. adults ...

George Kinder wants everyone to be free. At first blush, that concept of personal fulfillment or enlightenment may seem better suited to the realms of religion or spirituality than personal finance.

Americans are living longer, but a new John Hancock/MIT longevity preparedness study shows they are unprepared for those ...

Living to 100 is becoming more possible — but can your money last that long? Here’s how guaranteed income can protect your finances as you age.

What Is Life Insurance Planning? Life insurance is a contract between an individual and an insurance company, where the individual pays premiums in exchange for the insurer providing a lump sum ...

Medicare recognizes the importance of end-of-life planning and what you’d like your future care to look like. Its advance care planning benefit is part of your annual wellness appointment. During your ...