Playbook

Financial Assessment

In this stage, you are approaching the peak of your career. You're accumulating wealth through investments and house renovations. You're likely taking care of aging parents and paying college tuitions, but retirement savings is also at the top of your mind, so your disposable income is limited. This section will help you check to make sure you're on track for securing not only your family's future, but your own. Find advice around Retirement, Health Care, Aging Parents, Divorce and more.

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Jun 22nd 2015 5:00AM

How Boomers Are Redefining 'Legacy'

From setting up 529 plans to cover college costs for grandchildren to buying vacation homes held in trust, boomers are finding new ways to leave a legacy.

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