Wealth-management
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Women Kick Men's Butts When It Comes to Investing
Gone are the days when women deferred to men's 'superior' knowledge of all things money. In fact, men can learn some investing tips from women.
By Neale Godfrey, Financial Literacy Expert Published
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Want to Produce a Podcast? Tips to Get It Done Right
It takes prep work, research and knowing where you're going. Plus, don't miss the most important recommendation from this expert podcast producer.
By H. Dennis Beaver, Esq. Published
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Have a DAF? How You Invest Can Make a Big Difference
Designing the right portfolio for your donor-advised fund depends on the giving strategy you choose. Here are some scenarios to help with that.
By Adam Nash Published
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Longevity Illustrator: Find Out How Long You Might Live
Knowing how long you might live in retirement is critical as you plan your retirement income. Longevity illustrators can offer valuable insights.
By Lisa A. Schilling, FSA, EA, FCA, MAAA Published
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Could Political Arguments Ruin Your Estate Plan?
If you're arguing with loved ones over politics, consider taking a step back before cutting them out of your estate plan. The consequences could be serious.
By Patrick M. Simasko, J.D. Published
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Rattled by RMDs? Look No Further
The rules for required minimum distributions (RMDs) have changed in recent years, so here's what to know as the end of the year (and a tax deadline) approaches.
By Pam Krueger Published
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Three Reasons for Retirees to Lease a Car Instead of Buy One
If you're not commuting any longer, the annual mileage caps on leases may not be a concern, and who can complain about getting a new car every three years?
By Evan T. Beach, CFP®, AWMA® Published
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Your Insurance Rates Keep Rising: Why? What Can You Do?
Prices only seem to go up, up, up, and property insurance claims are bigger and more frequent, impacting everyone … What's a policyholder to do?
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Let's Talk About Life Insurance
Here's why it's so important to have a family conversation about life insurance and financial planning. It may be easier than you think.
By Kevin Brayton, MBA Published