Asset protection is an important component of financial security. During your financial planning journey, a CERTIFIED FINANCIAL PLANNER™ professional is likely to integrate asset protection into your plan for financial security. This part of the planning process is...
An asset protection trust (APT) is a type of trust that is used to keep someone’s assets safe from creditors. This type of trust can be useful for those who hope to minimize taxes on an estate. It can also ensure that the assets they have allocated to their...
Women make up about half of the population. But there are many women out there who report that they feel unprepared for retirement. In fact, one survey by the U.S. Census Bureau found that 50% of a group of women aged 55 to 60 years old did not have any retirement...
Corporate executives and business owners face numerous challenges while leading a company and maintaining its financial health. On top of day-to-day tasks, executives may be busy with monitoring stock values, increasing profits, meeting company-wide goals and much...
The COVID-19 pandemic has changed a lot about the way people have to think about their lives. One way it is affecting millions of Americans is that they have to assess their health care plans. Every year, from November 1 through December 15, Americans can apply for...
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