Latest articles by Carlos Dias Jr., Wealth Adviser
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Choosing Between a Private Foundation vs. Donor-Advised Fund
taxes Whether you want control with a private foundation or confidentiality and fewer restrictions with a donor-advised fund, each of these has its own place.
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Critical Choices for IRA Beneficiaries
retirement Inheriting a traditional IRA comes with a bit of a learning curve: RMDs, taxes, deadlines, penalties, spousal rules, non-spousal rules ... all are important to know and understand.
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5 Ways Financial Advisers Misrepresent Themselves
Financial Planning How to find out if your financial adviser is misleading you about their credentials, and what steps you can take to protect yourself.
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Are Annuities a Solution for Baby Boomers in Retirement?
annuities The basics of how annuities work, how they can provide a lifetime stream of retirement income, their pros and their cons.
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7 Questions to Ask Before Hiring a Financial Adviser
Financial Planning It pays to know the difference between the financial professionals offering to help you with your investment and retirement decisions before you make your choice.
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Tax Rules on 10 Different Retirement Accounts and Investments
taxes Saving money for retirement involves many factors that can't be controlled, but taxes can be, to a certain extent.
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Pension Possibilities: IRA Rollover? Buy an Annuity? Or Take the Payout?
Employee Benefits Making your decision on the type of payout you receive in retirement requires considering these four factors.
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6 Options to Fund Long-Term Care in Retirement
Long-Term Care Insurance It's not fun to think about, but if you boil down your choices a bit, making a plan for what could easily cost several thousand per month becomes less daunting.
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5 Ways To Make Your Money Last Longer in Retirement
retirement It takes good planning and perhaps an annuity in later life. Forget about the 4% rule. It doesn’t cut it anymore.
