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How to Choose Your Trustee or Executor of Your Will
Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka Published
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Three Steps for Women to Take Control of Their Finances
These strategies are especially for women who are new to managing their money because of divorce or the death of a spouse.
By Emily Glassman Published
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How AI Can Help Take the Emotion Out of Investor Decisions
AI-driven recommendations can complement human judgment, leading to more rational choices that aren’t as influenced by biases and blind spots.
By Francis Geeseok Oh Published
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Whole Life Insurance: A Multipurpose Financial Planning Tool
retirement Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.
By Michael Aloi, CFP® Last updated
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Can You 1031 Exchange into a REIT?
No, you can't, but two other REIT-like alternatives let you defer capital gains taxes while giving you exposure to institutional-quality real estate assets.
By Daniel Goodwin Published
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Navigating the Finances of Fertility Choices and Adoption
Before embarking on the journey to parenthood, knowing what to expect financially for the different options is a good starting point.
By Julia Pham, CFP®, AIF®, CDFA® Published
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Four Tips to Make Your Sales Presentation a Winner
Being prepared and not being boring can go a long way toward persuading a potential customer to buy into what you’re offering.
By H. Dennis Beaver, Esq. Published
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How to Find a Financial Adviser
Choosing the right financial adviser for you is a very personal decision, not to mention critical for long-term financial success. Knowing where to look to find an adviser is key, too.
By Kelli Kiemle, AIF® Last updated
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Pros and Cons of Waiting Until 70 to Claim Social Security
Waiting until 70 to file for Social Security benefits comes with a higher check, but there could be financial consequences to consider for you and your family.
By Patrick M. Simasko, J.D. Published