Wealth-creation
Latest
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Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
By Gaby C. Mechem Published
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Is Downsizing Right for Your Retirement?
The lower costs of a smaller home in retirement might sound appealing, but be ready for the trade-offs that come with making this big decision.
By Lena McQuillen, CFP® Published
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Three Tips for Managing Your Election-Related Stress
As Election Day approaches fast, consider taking some steps to keep your anxiety and expectations under control.
By Dennis D. Coughlin, CFP, AIF Published
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Market Dips Can Be Retirement Busters: Ways to Guard Yourself
It's harder for retirees to bounce back from stock downturns, so you need an income strategy (and a portfolio) that's resilient.Chris
By Chris Morrison, RICP® Published
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
By David Carlson, J.D. Published
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Market Downturns Have Upsides: How to Take Advantage
One of the biggest benefits of a market downturn involves shifting market losers into a Roth IRA account to save big-time on taxes in retirement.
By Alex Astin, MBA, CEP®, IAR Published
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Your Kid Is a New Driver: Will Your Car Insurance Take a Hit?
Most likely, but you can try to lessen the blow by asking about discounts and teaching your child as much as you can before they get their license.Karl
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Is a Roth Conversion Right for You Before the Election?
If you’re concerned about possible tax policy changes after the next president takes office, you might want to consider a Roth conversion now.
By Stacy Francis, CFP®, CDFA®, CES™ Published
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How Can Your Investments Act as Your Financial Safety Net?
A securities-backed line of credit (SBLOC) lets you borrow against your investments without forfeiting their growth potential.
By Rich Guerrini Published