1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Toll-free: 800.544.0155
All Contents © 2018The Kiplinger Washington Editors
See All Authors »
Ken Moraif, CFP, is a senior adviser at Money Matters, a Dallas-based wealth management and investment firm with over $3.5 billion in AUM and serving over 7,300 households (as of March 31, 2017). The firm works with pre-retirees and retirees, offering estate and tax-planning services, retirement plan consulting and investment management. He frequently outlines retirement trends in his weekly radio show, "Money Matters with Ken Moraif" and highlights investment strategies in his book, "Buy, Hold, and SELL!"
Connect on Facebook or LinkedIn
How time flies. As the year quickly winds down, it's time to check a few items off your to-do list.
See More From: Building Wealth
To do the right thing for your kids, you need to do the right thing for yourself as well. While it's not easy, you can save. Here's how to start.
Before you sell your house and buy that golf course condo or move down the street from your grandkids, take some time to try it out to see if reality lives up to the dream.
Between Facebook, iTunes, email and digital banking and investment accounts, most of us lead pretty active lives online. Do you have a plan for what will happen to all your passwords and accounts when you pass away?
The five years before and the five years after retirement can be a real minefield. A big loss during this time could spoil all your hopes and dreams, so hereâ€™s what you need to do to protect yourself.
Whether you never want to see another a snow shovel again or you're just looking for a cost-of-living bargain, if you've dreamed of leaving the country in your golden years, here are some issues to think about.