Understand how to bypass probate and streamline asset transfer with effective estate planning. Explore wills, trusts, and beneficiary strategies to safeguard your family's future.   As first seen on Retirement Daily on TheStreet. By Lisa Grefe, Wealth Advisor and...

Building wealth and leaving it to the people we love—it’s a goal many of us share. While the topic can sometimes feel overwhelming, generational wealth doesn’t have to mean vast fortunes. It can be as simple as leaving behind something meaningful—whether it’s enough...

How long will your retirement last if you stop working at age 60? There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot.   These days, retirement can last at least 20 to 25 years if you retire at 60. That’s around a decade...