On the first day of this year, tech executive and author David Bressler had a note on his calendar to start contributing more to his retirement accounts. Bressler is turning 50 later this year but he’s already capitalizing on what experts say is one of the most important things 50-somethings[Read More…]

Having worked in the financial field for more than more 20 years, I had some knowledge of what to do when a person dies. The passing of my father-in-law earlier this year quickly revealed how much I didn’t think to consider in terms of transitioning my mother-in-law—the surviving spouse—to her[Read More…]