Wealth-creation
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Federal Employees Buyout Offer: Five Things to Consider
Federal workers have a constellation of retirement benefits, and assessing them can get complicated fast. Here are five high-stakes decisions to focus on.
By Ben Kautz, CFP® Published
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Insurance Bad Faith After Natural Disasters: What to Know
Understanding the basics of insurance claims after catastrophic losses is important, especially if you encounter insurance bad faith. Here's what to do if that happens.
By H. Dennis Beaver, Esq. Published
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A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
By John M. Goralka Last updated
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Five Reasons Not to Give Your Child Power of Attorney
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?
By Peter Newman, CFA Published
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What the Great Wealth Transfer Means for Financial Advisers
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes.
By Doug Sherry, JD Published
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Investment Management: A Return to Simplicity
Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating more simplicity for their clients.
By Ben Sullivan, CFA®, CFP® Published
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Build Your Dream Retirement With These Five Steps
Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of your retirement.
By Keith Wiltfong, CFP®, CIMA® Published
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Here's How Retirement Changes Your Taxes
How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.
By Joel V. Russo, LUTCF Published
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If Not Long-Term Care Insurance, Then What?
If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?
By Joe F. Schmitz Jr., CFP®, ChFC® Published