Estate Performance Advisors

09/02/2026

Interest rates are on the rise, impacting bonds and financial wellness. Understanding investor psychology in financial planning can help navigate these shifts. If your investments are in a bond fund, consider how this may affect future performance.

If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years. Here are some questions worth asking.

08/31/2026

Prioritize financial wellness and planning with life insurance solutions like private-placement policies, offering high-net-worth individuals a way to enjoy tax-free investment growth similar to a Roth IRA on steroids.

Private-placement life insurance is a customizable insurance contract that allows unlimited investments to grow tax-free.

08/27/2026

Achieving financial wellness involves more than hitting a retirement number. Comprehensive financial planning is essential. Consider lifestyle, health, and unexpected expenses to ensure a secure retirement.

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

08/26/2026

Financial wellness involves planning for aging, healthcare, and Medicare. Consider potential costs; for example, supporting a loved one with dementia in-home can be substantial, as seen in a case where such care cost over $120,000.

John Nuar, 34, cared for his father with dementia at home from 2017 to 2019 in Michigan. Nuar faced challenges with inadequate public transport and costs for his father's dementia care.

08/24/2026

Explore new horizons in financial wellness by integrating financial planning with healthcare solutions. With options like Medicare plans that include pharmacy, vision, and hearing benefits, holistic financial security is within reach.

In some markets, Costco's insurance products will integrate pharmacy, vision and hearing benefits.

08/13/2026

Explore financial wellness by integrating careful estate planning for crypto & digital assets, preventing loss and managing taxes, to ensure a sound financial future for heirs. Incorporate these into a holistic financial planning strategy.

As cryptocurrency investing goes mainstream, there's a growing need for careful estate planning to ensure assets don't get lost, stolen, or eaten up by taxes before they pass to beneficiaries.

08/11/2026

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

08/07/2026

Financial planning for aging involves addressing increased life expectancy, highlighting the importance of retirement strategies. Balancing longevity risk with financial wellness ensures enduring resources, making retirement plans evergreen.

What’s changed about life expectancy—and why It matters

08/05/2026

Increased life expectancy tweaks retirement planning. It's all about achieving financial wellness while managing longevity risk. Focus on evergreen strategies for aging gracefully and financial planning to secure a comfy future.

What’s changed about life expectancy—and why It matters

07/30/2026

Financial wellness starts with planning. Retirees face a steep $185,500 healthcare bill—thanks to a 7.5% rise. Medicare won’t cover everything, so we should prioritize this in financial planning for peace of mind in retirement.

Retirement healthcare costs are up 7.5% from last year, the sharpest rise in more than a decade, according to Fidelity.