Perspectives & Insights Article

Millions of Americans fall victim to financial fraud each year, and elder adults are particularly vulnerable. Read on for some of the most common scams, warning signs and tips to prevent you or your loved one from becoming a victim.

As a farmer, you know the importance of planning and preparation. Your daily work involves carefully considering the needs of your land, crops and animals, and making sure that everything is in place for a successful harvest. But what about your own future and the future of your farm?

As life changes, so do federal and state estate tax laws, and your financial situation. Here are four reasons why you should regularly review your financial and estate documents.

Losing someone close to you can be extremely difficult—and even more overwhelming—if you are responsible for funeral arrangements and settling personal affairs. We provide a useful checklist to get you headed in the right direction.

Retirement planning can be stressful even in the best of times. With so many factors and moving parts to consider, how do you determine what’s right for you? Read on for five current day issues that can play into your retirement decisions.

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your future.

At some point, every business owner will inevitably wonder what a sale of their business would look like. Here are five important questions to ask before a sale happens.

For many of us, a child’s college education is the largest single expenditure in our yearly budget. Whether you are the parent of an infant or a teenager, by considering your options now, you can get a head start on saving for your child’s future. While no investment strategy is right for everyone, there are several approaches geared specifically toward education saving.

If you are changing employers or find yourself unexpectedly unemployed, your financial plan can change dramatically, and you need to consider what to do with the assets in your 401(k) or other employer-sponsored retirement savings plan. Decisions made now can greatly impact your financial condition upon retirement, so it is important to research your options and understand the merits of each choice.

Leaving the workforce and retiring is both an exciting time and one of stress — creating a number of questions and concerns. As with any major life change, planning ahead can enhance the outcome of your long-awaited move to retirement.