When life takes a left turn - and time and knowledge are in short supply - who’s in charge of your big picture? A case study in what it looks like to be a member of the Wambolt family.

Retirement planning today may look different for women than men, regardless of marital status.     By Cindy Alvarez – Senior Wealth Management Advisor Married women traditionally had been better off in retirement than single women, and two-earner households have fared best of all. But several trends demonstrate that the retirement prospects for married and single...

Track the estimated value of your—or your client’s—business with an eye to the good life when that business is sold or transferred. For many business owners, the health of their business and their personal finances are intermingled; the more they’ve invested personally in the business, the greater the blend. It’s not uncommon to run across...