Families often leave an adviser after the death of a client. The reasons vary, but most likely the adviser did not develop strong relationships with other family members.

A lot of attention is now focused on the harmful consequences of memory loss and Alzheimer’s disease for financial decision-making. And for good reason. But it is important to understand that dementia is bigger than Alzheimer’s, and Alzheimer’s is not just about memory loss.

Health care costs are spiraling out of control. New technologies, advanced testing, and “designer” drugs combined with a “fee for service” system encourages doctors to do more, putting pressure on health care costs. What can you do to get the care you need and keep your costs under control?

Most surveys of investors show that rising health care costs are a major concern, frequently surpassing "running out of money" as the biggest retirement-related financial fear.