Estate Planning

4 Insights into Understanding Sudden Wealth

A death in the family, the sale of a start-up company in which you have stock, or an outsized profit on a home sale can put sudden and significant wealth into your hands. When this happens, it’s important to know what to do first. Since sudden wealth is financially complex, finding an advisor who can help navigate this is an important starting point.

By Jane Hodges, ago
Education

GuideVine’s Summer Scoop 2016

GuideVine's Summer Scoop returns for 2016! From June 1st through August 31st, watch short daily videos from financial experts answering common financial questions. By the end of the summer, you'll be a lot more confident and knowledgeable about personal finance.

By GuideVine, ago
Estate Planning

Why Working During Retirement is a Good Idea

After a long career the thought of retirement is on most people's mind, but the way retirement looks today is much different. Staying active by giving back time and lending your expertise in a different industry can be rewarding experience, may benefit your health and boost your retirement income while helping you to stay engaged with your passions.

By Zina Kumok, ago