Cash Flow and Retirement
When retiring and contemplating a move to another state, you need to consider several factors — climate,...
Estate, Gift, & Trust Planning
Individuals with a revocable or “living” trust need to ensure that it’s fully...
Financial Planning
Because the days and weeks immediately following the death of a partner are an emotionally charged time, avoid...
Investment and Asset Management
Is the 60/40 portfolio really dead? Portfolio Analyst, Cater Moebius, explores the future of the traditional...
Financial Planning
If you are an adult, can you be held responsible for nursing home expenses that are incurred by one or both of...
Cash Flow and Retirement
If you inherit an IRA, you have several options for handling the funds — depending on your relationship...
In the News
Lenox Advisors is proud to announce that Greg Large, President and Chief Operating Officer, was recently named...
Disability Income Insurance
Even when an employer provides long-term disability insurance, the amount of that coverage may not meet...
Financial Planning
As 2021 draws to a close, it’s time to begin organizing your finances for the new year. To help you get...