Latest articles by Richard W. Paul, CFP, RFC, Investment Adviser
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Watch Out for a New Tax Bomb, Courtesy of the SECURE Act
retirement Don't let the death of the "stretch IRA" diminish your legacy. Here are three strategies to consider to keep the inheritance you plan on passing down from blowing up.
retirement -
Pension Payments or Lump Sum? Take Your Time to Get It Right
Making Your Money Last The choice you make today will affect your retirement for years to come.
Making Your Money Last -
If You Hate Annuities, You May Not Understand Them
retirement Three tips to help you avoid making an annuity mistake.
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7 Steps to Help Find the Right Financial Professional
Financial Planning It’s up to investors to do a little detective work when considering who should advise them.
Financial Planning -
What Donald Trump’s Tax Plan Could Mean to You
taxes Here are answers to five of your top tax questions, including the possible effect on your 401(k) and on capital gains.
taxes -
A Peek Behind the Mutual Fund Curtain Reveals Cons as Well as Pros
investing From a cost and risk perspective, mutual funds have a lot going for them, but how well you do with your portfolio depends on how you deal with their weaknesses as well as their strengths.
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The Challenge of Financing Health Care in Retirement
retirement Invest in your health as you would in your 401(k): Do it automatically and stick with a plan.
retirement
