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Getting Ready for Retirement? We Explain Key Elements and Options
Retirement savings are just one component of your financial profile once you hit your golden years.
3 Deadly Sins of Delaware Statutory Trusts
DSTs can be highly attractive to real estate investors, but it’s imperative to temper expectations and consider the big picture before diving in.
By Daniel Goodwin • Published
Volunteering and Donating Can Deliver Feel-Good and Tax Benefits
Giving to others – whether it’s our time, our financial resources or both – can confer a multitude of benefits.
By Vincent Birardi, CFP®, AIF®, MBA • Published
Before Living Together, Couples Should Get on the Same Page Financially
Knowing where each partner stands in financial discussions will go a long way toward keeping the peace in the relationship, even when it comes to issues like long-term care insurance.
By Marguerita M. Cheng, CFP® • Published
What You Need to Know About 2023 Social Security Changes Beyond the COLA
The cost-of-living adjustment (COLA) isn’t the only change on tap for Social Security next year. Some modifications might make you rethink your retirement plans.
By Andrew Rosen, CFP®, CEP • Published
3 Key Things to Consider Before Agreeing to Be a Guardian in a Trust
You might be surprised at how many questions arise surrounding financial issues, legal arrangements and lifestyle choices.
By Kara Duckworth, CFP®, CDFA® • Published
Social Security Strategies to Help Widows Replace Lost Income
Survivors benefits can help younger and older widows make ends meet, and there could be more than one claim option available. And the stakes are high!
By Stacy Francis, CFP®, CDFA®, CES™ • Published
3 Ways to Prepare to Pass the Family Business to the Next Generation
Reports of the deaths of family businesses before they make it to the third generation have been greatly exaggerated. Three ways to plan for the succession of your family business.
By Justin Goodbread, CFP®, CEPA, CVGA • Published
4 Barriers to Break Down for a Successful Retirement
Preparing for the next phase of life can help relieve some of today’s anxiety. Here are some solutions for overcoming a few of retirement’s roadblocks.
By Nicholas J. Toman, CFP® • Published
Need Income Until Social Security Kicks In? Consider an Income Annuity With a Time Limit
Period certain income annuities come in handy in other situations, too, and they provide high guaranteed income.
By Ken Nuss • Published