True Link Financial, a fintech company based in San Francisco, has developed innovative solutions to protect the elderly from financial abuse. Co-founded by Kai Stinchcombe and Claire McDonnell, the company was inspired by personal experiences and aims to safeguard the finances of those with
Defined contribution (DC) retirement plan sponsors are placing increasing emphasis on providing more personalized investment solutions to their participants. Out of the various options available, managed accounts are gaining attention for their potential to deliver highly tailored advice and
Retirement is a significant life milestone that requires thorough preparation to ensure both financial stability and personal satisfaction. As the year 2025 approaches, individuals aiming to retire must take a comprehensive approach to planning that addresses various financial and lifestyle
Throughout his prolific career, Roy M. Adams made lasting contributions to the field of trust and estate planning. As a Senior Chairman of the Trusts & Estates Practice Group at Sonnenschein Nath & Rosenthal LLP until his passing in 2014, his influence is tangible. He held notable roles at Schiff
Turning 50 often brings a heightened awareness of retirement planning and adds an urgency to creating a robust financial strategy. While many people believe that significant wealth accumulation should begin early in their careers, it's still possible to retire with a million-dollar net worth even
Long-term financial planning is a crucial yet often overlooked aspect of a horse professional's life. Amidst the daily hustle of managing horses, equipment, and unexpected crises, it's easy to neglect the importance of securing a stable financial future. However, taking the time to plan now can
