Long-term care insurance can play a critical role in ensuring you maintain the lifestyle you desire through all of life’s phases. Long-term care insurance helps individuals control their own care and decide between home health care and staying in a facility, if and when the situation should arise. High-net-worth individuals have a few options when
For most parents, saving for their children’s college education is a major financial commitment. A savings program is a good start, but merely accumulating funds is usually not enough. The type of assets in the education accounts, and whether the parent or the child owns them, can significantly impact the family’s eligibility for financial aid.
Charitable gifting can be accomplished in many ways. Charitable donations, Qualified Charitable Distributions, and contributing to a donor-advised fund are all ways that individuals can gift to charities and receive some income tax deductions. Charitable giving can also be an effective estate planning strategy. For individuals with large estates, charitable remainder trusts or charitable lead
Each minute, we are receiving new bits of information, tasks, or physical items that must be dealt with. As such, organization is an ongoing, evolving process that is never quite complete. Organizing your financial matters often means sorting through and categorizing physical or digital documents. David Allen’s method, Getting Things Done, can be applied to
One of the most engaging ways to experience history and learn about different cultures is through art. Artists utilize their work to tell stories and share experiences. Visiting an art museum is an interactive and fun way to experience something new for both adults and children. Research suggests that children who engage with original works
Marsh Private Client Services’ Family Office Benchmarking Study identified cyber threats as one of the top five concerns among clients. Losing access to data or becoming the victim of a cyber crime or data theft can be a traumatic and expensive experience for affluent families. Marsh Private Client Services has prepared an article providing both
Time Is Not As Limited As You Think
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A simple mindset shift can take you from "there's never enough time in the day" to calm, collected productivity.
Saying 'Please' and 'Thank You' to ChatGPT Costs OpenAI 'Tens of Millions of Dollars'
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When it comes to AI, apparently it's more environmentally friendly (and cost-efficient) to skip the niceties.
Nine Ways to Protect Yourself From ‘Impostor’ Voice Scams
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A secret word, a silent text message and some deep breathing can shield you from scam callers.
The Five Things You Shouldn’t Tell ChatGPT
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The more you share with an AI chatbot, the more helpful they can be. But you may want to consider what information you share with these human-sounding tools, including your Social Security number or y...
How to Avoid the Copycat Hotel Websites That Are Ripping You Off
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Some lesser-known hotel-booking websites charge hefty fees you won’t pay on the hotel’s site or major online travel agencies.