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4 Ways Taxes Could Burst Your Retirement Bubble (and What You Can Do About Them)
Making your retirement plan more tax efficient now, says financial planner Shawn Mueller, can potentially save you some big tax headaches (and bills!) later.
What Happens When the Retirement Honeymoon Phase Is Over?
In the early days, all is fun and exciting, but after a while, it may seem to some like they’ve lost as much as they’ve gained. What then?
By T. Eric Reich, CIMA®, CFP®, CLU®, ChFC® • Published
Worried About Inflation? You Can Help Protect Yourself From Its Impact
Delaying major purchases can help shield present you, and future you could benefit from continuing to invest and contribute to your retirement plans.
By Kelly LaVigne, J.D. • Published
What Is Lifetime Income Insurance Worth?
A Guaranteed Lifetime Withdrawal Benefit (GLWB) could be just what you need when markets are down and you’re worried about future income.
By David Blanchett, PhD, CFA, CFP® • Published
4 Ways You Can Take Advantage of a Down Market
With markets down for the year, it may seem that all the news is bad. But now could be a good time to make some profitable moves.
By Adam Grealish • Published
Finding Peace of Mind With Your Retirement Income
Even in tough times, you can secure retirement income that lets you maintain your lifestyle, lasts a lifetime, adjusts for life events and leaves a legacy for the kids.
By Jerry Golden, Investment Adviser Representative • Published
What to Do When an Unhappy Customer Threatens to Ruin Your Rep
Some customers go too far when they feel they haven’t been treated well, demanding unreasonable make-goods and even resorting to extortion. An attorney offers some advice.
By H. Dennis Beaver, Esq. • Published
Rising Interest Rates Change the Math on Pensions for Some Would-Be Retirees
Now is a good time to think about when and if to take a lump sum on your pension and what to do with it. Let’s explore the pros and cons.
By Michael Aloi, CFP® • Published
Counterattack: Tips for Thwarting a Will Contest
From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.
By Linda Kotis, Esq. • Last updated
5 Steps to a Stronger Financial Plan
It’s impossible to be right all the time, but a strong plan and constantly assessing where you are can help you pivot when bad things inevitably happen.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser • Published