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Seek and Find!

“The key to building wealth is simple in theory but difficult to do: Spend less than you make and invest the rest,” says Jean Duffy, a CAPTRUST financial advisor in West Des Moines, Iowa.
In this issue, we explore options for financing a second home, take a look at long-term care costs and the tradeoffs of long-term care insurance, and offer our thoughts on prudent retirement portfolio withdrawal rates.
Raising children to be financially savvy presents a unique challenge for affluent parents.
The taboo against talking about money runs deep in our society.
You can arrange your individual retirement account (IRA) in such a way so that when you die, the account passes directly to your beneficiary.
Estate planning involves much more than deciding who will receive our property after we are gone.
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