Can You Collect Social Security if You’re Still Working?
Yes … but you probably shouldn’t. If you make more than the Social Security Administration’s earnings limit before full retirement age, you could lose benefits.
Caring for Your Aging Parents: A Seven-Step Guide
Caring for aging parents can be draining, but knowing where everyone stands and having critical things in place can at least make the process less stressful.
By Andrew Rosen, CFP®, CEP Published
Before You Retire, Consider These Five Questions
Thinking ahead about what you'll do, how you’ll withdraw from retirement accounts and how you’ll manage health care can save you time and money over the long term.
By Mike Palmer, CFP Published
Five Big Estate Planning Mistakes and How to Avoid Them
Improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don’t forget to include your pets!
By Allison L. Lee, Esq. Published
Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
By Evan T. Beach, CFP®, AWMA® Published
Four Reasons to Tap Opportunity Zones Before They Expire
As a provision in the Tax Cuts and Jobs Act, opportunity zones could sunset at the end of 2026, but there’s still time to maximize major tax benefits.
By Daniel Goodwin Published
Is Your Estate Ready if You Experience Cognitive Decline?
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.
By Patrick M. Simasko, J.D. Published
Six Things Not to Do if You Want to Resolve a Conflict
These are common mistakes people tend to make when they’re in a disagreement. What if simply asking, ‘How can I help?’ could turn things around?
By H. Dennis Beaver, Esq. Published
Why You Shouldn’t Ignore Investing in Commodities
Investors can help reduce risk, hedge against inflation and diversify their portfolio by investing in commodities, such as gold, silver and copper.
By Peter J. Klein, CFA®, CAP®, CSRIC®, CRPS® Published
What Is Absolute Return Theory? Three Ways You Can Try It
Most investors are familiar with tracking an index for relative returns. Absolute return theory is a more intentional and sophisticated approach to investing.
By Mike Decker, NSSA® Published