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To protect yourself from surprises, here are three steps to take, starting at 10 years before retirement, five years before and finally one year before.
See More On: Saving for Retirement | Making Your Money Last | Wealth Management
Helping them open a Roth IRA is a great place to start, but there are a few other important steps you can take as well.
See More On: Family Finances | Saving for Retirement | Wealth Management
Unless you like the idea of a permanent boarder in your basement, you need to teach your children fiscal responsibility. Here are the most critical lessons you need to put them on the right path.
See More On: Family Finances | Budgeting | Wealth Management
The market was hot in 2019, but investors shouldn't count on a repeat performance going forward. With that in mind, here are four smart moves to position yourself well in 2020.
See More On: Saving for Retirement | Markets | Wealth Management
Retirement is still years away, but it's closer than you think. This is the decade to get your financial ducks in a row.
See More On: Saving for Retirement | Wealth Management
Three small steps to take now that can address longevity risks in the future.
See More On: Saving for Retirement
You're being pulled in so many directions at this stage of life, and so is your money. To set yourself up for a successful financial future, start by defining what it is that you really value.
See More On: Saving for Retirement | Budgeting | Wealth Management
Prolonged stock market drops, especially early in retirement, can be utterly devastating. To protect yourself, break out the bucket strategy.
See More On: Markets | Making Your Money Last | Saving for Retirement
When the stock market takes a dive, retirees with resilient income allocation plans still get by swimmingly. Here's what that looks like.
With a bull market entering its 11th year, retirees need to protect themselves from stomach-dropping volatility. Annuities can be one tool to consider.
See More On: Annuities | Making Your Money Last | Saving for Retirement
Guaranteed income is something everyone needs throughout their retirement, and the right annuity can provide that.
See More On: Annuities | Making Your Money Last | Wealth Management
Get your finances in shape in 2020 with these four resolutions.
See More On: Saving for Retirement | Budgeting | Financial Planning
Saving and investing may seem mundane to some, but there are ways to make it more fulfilling. Here are three strategies to do good things with your money, now and long after you're gone.
Two clients' true stories during the last bear market reveal the pitfalls and opportunities that come with investing in uncertain times. Do you see yourself in this tale?
Taxes can be overwhelming in retirement, eating up income that you need to live on. Learn how to minimize taxes through tax diversification.
See More On: Tax Planning | 401(k)s | IRAs
It's time to set financially healthy goals for the year. You'll be glad you did.
The power of understanding your spending is priceless. Successfully managing your spending and personal cash flow is key to meeting your short- and long-term financial goals.