In the first part of our series on practical steps to take to ensure a comfortable retirement, we discussed estate planning, passing on legacy, and planning for long-term care. This week, we continue with 5 more steps, from adapting your home for comfort and safety to harnessing technology for independence. Taking these steps will give you comfort in your later years. Read more…

Retirement is more than just an end to the working years; it's an exciting new phase of life that requires thoughtful preparation and strategic planning. This August is the perfect opportunity to explore 5 practical steps you can take now to ensure a comfortable and fulfilling retirement. Read more…

A good place to start is by creating a Will, rather than allowing the state in which your are domiciled at your death to distribute your property after you pass. However, not everything should be included in your will. Several key items should be left out of your Will. Here are some common examples of things to exclude from your Will in order to prevent costly pitfalls.