Wealth Creation: News, Features, Analysis - Page 7

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How to Encourage Young Americans to Save and Invest

Twentysomethings are increasingly skeptical about homeownership and investing. But a retirement account (and the magic of compounding) could change their minds.

3 Smart Ways to Delay or Defer Taxes on Your RMDs

If you don't need or want to take your required minimum distributions (RMDs), you can consider these strategies to help lower your tax bill.

By Evan T. Beach, CFP®, AWMA®
Finding Purpose In Retirement: Why Hobbies Aren't Enough

A fulfilling retirement isn't just about filling your days with hobbies, but finding purposeful engagement that offers challenge, growth and accountability.

By Richard P. Himmer, PhD
Why a Retirement ‘Magic Number’ May Be the Wrong Target

Is your retirement goal a "magic number" you think you need to be comfortable? You need a plan based on your own life, not someone else's arbitrary benchmark.

By Michael Cherny

Tax Strategies for 4 Types of Real Estate Investors

Not every real estate investor needs the same playbook. Here's how to match your situation to the right tax-advantaged real estate strategy.

By Daniel Goodwin
How to Prepare Yourself and Your Family for Long-Term Care

Long-term care involves dealing with doctors, managing medications, arranging transportation and finding a facility. How should you and your family prepare?

By Chad Ensign, Investment Adviser Representative
Where to Find Financial Advice Without the Sales Pitch

The Garrett Planning Network of financial professionals aims to break down the barriers stopping ordinary Americans from getting the unbiased guidance they need.

By David Bromelkamp

How Advisers Can Focus on Existing Clients for Growth

Growth for financial advisers isn't just about new prospects — it's about deepening trust with existing clients so you earn the right to guide their next move.

By Shannon Larson
Tax-Efficient Retirement Income Strategies

Protecting clients' retirement income requires proactive tax management, optimized Social Security timing and flexible withdrawal strategies.

By Myles J. McHale, Jr. AIF®, CRPP®
Turning 65? 5 Common Medicare Mistakes to Avoid

"Medicare will happen when I turn 65. I don't need to think about it, right?" Wrong. Get up to speed with the system now to prevent stress and save money later.

By Jeremy Keil, CFP®, CFA®, CKA®

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