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If you want to make your first meeting more meaningful, come prepared. Here's where to start.
See More On: Wealth Management | Financial Planning | Making Your Money Last
You've saved like crazy in your tax-deferred accounts, but all that money isn't really yours: Some of it belongs to Uncle Sam, and in the future he may be hungry for more. Here are two strategies to curb your future tax bill.
See More On: Tax Planning | 401(k)s | Financial Planning
A balanced approach will help ensure a solid foundation for a secure retirement.
Will your legacy be a benefit or a burden to your loved ones? It depends on how well you've planned.
See More On: Estate Planning | Family Finances | Financial Planning
Dividend reinvestment plans are the ultimate gifts. It's not inconceivable that today's modest gift could grow to $1 million when your new graduate or favorite newlywed retires.
See More On: Stocks & Bonds | Dividends | Making Your Money Last
That's the question on pretty much everyone's minds as they near retirement. The right retirement planner can answer it, and all the rest of your scariest questions.
See More On: Wealth Management | Family Finances | Financial Planning
If you have a moderate or low income but earn a lot in interest and dividends from investments that you don't need for living expenses, here is one way you may be able to lower your tax bill.
See More On: Social Security | Credit Reports & Scores | Estate Planning
Financial advisers often come with a string of letters after their names, but while some should give you confidence in their training, others could just mean they attended a one-day seminar.
See More On: Financial Planning | Making Your Money Last | Saving for Retirement
If you’re racing toward retirement, you’ve got to prepare for some twists and turns. To make sure your money lasts and your family is cared for, you need to address these five challenges.
See More On: Financial Planning | Family Finances | Making Your Money Last
Taxes may be inevitable, but they're also something you have some power over. Here are five strategies to manage your tax burden going forward.
See More On: Tax Planning | Financial Planning | IRAs
Retirement planning requires more than just saving: You need to define a clear path to take. Here are some pointers.
To get an idea of where our tax rates could be going (and the opportunities that could be coming), compare and contrast the tax proposals floated by President Trump and the House GOP.
See More On: Tax Planning | Financial Planning | Making Your Money Last
Diversification means more than a mix stocks and bonds: It means tax diversification, too. Roth IRAs can help with that.
See More On: Roth IRAs | 401(k)s | Financial Planning
In times of low bond yields and interest rates and high stock market volatility, it could pay to look beyond the usual stock/bond mix. Three alternative options: senior-secured loans, real estate and private equity.
The actor was living a $2 million-a-month life of luxury, but then a fallout with his manager led to an eye-popping lawsuit and countersuit.
See More On: Estate Planning | Budgeting | Family Finances
Dealing with the death of a loved one is hard enough; estate planning can make things easier on a grieving family.
There are a lot of financial pros out there to choose from. These five questions can help you pick the one who's the best fit for your needs.