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Cover Your Retirement Income Bases With Scenario Planning
Here are three strategies to help you plan for best- and worst-case scenarios, positioning you for retirement success.
Planning a Summer Vacation? Four Ways to Make It Affordable
A well-thought-out budgeting strategy can help you get the most out of your money while also getting the most out of your vacation.
By Julia Pham, CFP®, AIF®, CDFA® • Published
What is Elon Musk's Net Worth?
Rich List Elon Musk is the billionaire behind Tesla, Space X, and most recently, Twitter, but what is Elon Musk’s net worth and how did he make his money?
By Tom Higgins • Published
Improving Your Financial Health: A 10-Step Workout Plan
It's never too late to shape up your financial health, and the more attention you pay to every aspect of your finances, the healthier they’ll be.
By Andrew Rosen, CFP®, CEP • Published
In Philanthropy, Gen Z and Millennials Do It Their Way
Next-gen givers are flipping the philanthropy script. Here are five ways they’re taking a different approach to charitable giving.
By Catherine Crystal Foster • Published
Six Key Housing Factors to Consider as You Age
Can you age in place, or do you need to move? And ice cream might actually have more to do with making tough housing decisions than you think.
By Thomas C. West, CLU®, ChFC®, AIF® • Published
To Create a Better Plan for Retirement Income, Start Earlier
Let’s explore how to figure out how much income your savings can generate at retirement and how to build a better plan when retirement is five or 10 years away.
By Jerry Golden, Investment Adviser Representative • Published
Don’t Count on an Inheritance for Your Retirement Plan
Older generations might not be planning to leave you as much as you think they are, and with rising costs, they might not have much left to leave you anyway.
By Justin Grossbard • Published
With Holistic Estate Planning, Everything’s Under Control
A plan for all your stuff during your lifetime and then at death requires a group of five – yes, five – experts to oversee each at-risk area.
By Lindsay N. Graves, Esq. • Published
How Not to Conduct a Job Interview
Job candidate’s interactions with a kind potential employer and an overzealous lawyer highlight what not to do when interviewing potential employees.
By H. Dennis Beaver, Esq. • Published