Retirement-planning
Latest
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Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren Last updated
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10 Things You Need to Know About Retiring to Florida
Making Your Money Last If Florida is part of your retirement plan, we offer up a few tips to help you find your way.
By Bob Niedt Last updated
Making Your Money Last -
What Happens Financially When You Work One More Year?
The impact of saving more, spending less later and benefiting from an extra year or more of compounding can be truly staggering.
By Andrew Rosen, CFP®, CEP Published
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Traditional Retirement Accounts or Roth? How to Choose
Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status.
By Rich Guerrini Published
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Should You Opt for an Older or Younger Financial Adviser?
Do you want the wisdom that comes with age or the innovation that comes with youth? Or maybe you can have both, with an advisory team.
By Jan Blakeley Holman, CFP Published
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Revocable Trusts: The Most Common Trusts in Estate Planning
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes.
By Rustin Diehl, JD, LLM Published
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What to Consider When Deciding Between a Revocable and Irrevocable Trust
estate planning There are important differences between the two types of trusts, including the amount of control you'll have over your assets.
By David Rodeck Last updated
estate planning -
How Lower Interest Rates Could Affect Older Adults
When the Fed starts cutting interest rates, retirees could see lower yields on fixed-income assets. Social Security’s finances could be impacted, too.
By Patrick M. Simasko, J.D. Published
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How to Decide How Much Money You Can Afford to Gift in Your Lifetime
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age.
By Leslie Gillin Bohner Published