Investors often embrace advice from accomplished professionals to, "buy what you know." 

In addition to receiving help from trusted advisers, utilize the following checklist to guide you on handling matters upon the death of a family member.

Our financial needs and concerns vary according to our stages and circumstances of life, more so than they do with simple chronological age. This month we will discuss financial planning issues that relate to these stages in our lives, no matter what age they occur

Traditional economics holds that people act rationally and treat all dollars the same; but the reality is that people actually treat money differently depending on where it comes from.

Incorporating aging into your planning process is important, especially when it relates to increasing health care costs and insurance premiums.