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Before Retiring, Make Sure You've Covered These Five Bases
retirement planning You've worked hard and saved, and now you're ready to retire. For a successful retirement, though, you need to make sure you're prepared in all of these areas.
By David Domenick Jr., CRPC, IAR Last updated
retirement planning -
Want to Retire on a Cruise Ship? What to Consider
Before you decide to spend your retirement on the high seas, you might want to think about what you can afford, your ability to adapt to change and more.
By H. Dennis Beaver, Esq. Published
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How to Protect Your Digital Assets From Estate Tax
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation.
By Jeffrey M. Verdon, Esq. Published
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How to Handle Irrevocable Trust Assets Tax-Efficiently
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?
By Rustin Diehl, JD, LLM Published
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How to Live Like You’ve Won the Lottery
Just because you haven’t won a jackpot doesn’t mean you can’t fulfill your dreams of doing what’s important to you with who is important to you.
By Frank J. Legan Published
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Want to Move to France? What to Consider Financially
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning.
By Alex Ingrim, Chartered MCSI Published
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Why Would You Need Cyber Insurance?
First, what is it? And is it really necessary? Here are some instances where you might wish you had a cyber insurance policy.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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This Trust Can Protect Your Assets From Long-Term Care Costs
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Four Steps to Secure Your Retirement Income
Instead of relying on selling stock to fund your retirement, consider these actions to safeguard your retirement income.
By Cosmo P. DeStefano Published