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To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.

Retirement & Longevity

Charitably minded investors can satisfy RMDs with QCDs

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

Embarking on an encore career as an entrepreneur

Starting a business in retirement.

Retirement & Longevity

Infographic: Five habits of 401(k) millionaires

You don’t have to make $1 million to save $1 million. Following these five principles can help you successfully prepare for retirement.

Retirement & Longevity

Putting more life into the 10-year rule

Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.

Retirement & Longevity

Preparing for a long and happy retirement

As with all of life’s transitions, adjusting to retirement takes time. Here are five ways to get started.

Retirement & Longevity

Infographic: Thriving in retirement

Here are five ways to help you enjoy the transition to retirement and live life to the fullest.

Retirement & Longevity

Financial planning: the big picture

Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, building a busine...

Retirement & Longevity

Building an emergency fund

A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...

Retirement & Longevity

Building a budget that works for you

A realistic and responsible budget is the bedrock of a financial plan. Building a budget may require close self-exa...

Retirement & Longevity

Retirement planning considerations for corporate executives

Determine which strategies will help you reach your retirement goals.

Retirement & Longevity

Are you ready?

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D: 585.274.5016

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D: 585.274.5023

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