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As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.

If you have the discipline and cash flow to save more than half of your income each month to put toward an early retirement, FIRE might work for you.

The 1969 Woody Allen film, Take the Money and Run, is one of my personal favorites. The most memorable scene is when Allen is captured after escaping from prison and his punishment is solitary confinement with an insurance salesman. Not many people are interested in discussing their need for insurance. It’s certainly not an exciting topic (nor is investing for some). For many, discussing mortality and disability risks are unpleasant subjects. In addition, most people don’t like being “sold” something. There are so many different types of insurance (and from many different companies), that many are left wondering, “Do I really need this? Is it worth the expense? Am I wasting my money?”

Private equity investing has created enormous wealth for those fortunate to be the general partners of a fund. But for regular investors – the limited partners – recent studies show that when properly adjusted for risks, PE returns lag those of the less risky public markets. Moreover, there is little evidence that investors can identify, in advance, the very few PE funds that will outperform.

As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.