3 Maximizers to Help You Make the Most of Your Wealth in Retirement
retirement planning

3 Maximizers to Help You Make the Most of Your Wealth in Retirement

To get the most out of your retirement, you have to make the most out of your savings. Here are three steps to take as you head toward retirement.
March 28, 2021
Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
tax planning

Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds

There are a lot of pieces to the retirement tax-planning puzzle, but lucky for you, that means you have a lot of options to help control your taxes.
March 27, 2021
Taking a 401(k) Loan to Fill Income Gaps? Tips Before You Dip!
401(k)s

Taking a 401(k) Loan to Fill Income Gaps? Tips Before You Dip!

If your credit card charges 17% interest and a loan from your 401(k) charges 4.25%, you might wonder: What have I got to lose? Yes, there are downside…
March 26, 2021
Help! I’m Afraid to Retire, Even Though I Can Afford to
happy retirement

Help! I’m Afraid to Retire, Even Though I Can Afford to

Actually retiring may be the hardest part about retirement. It’s not unusual to get cold feet. But you don’t want to work forever either, so what do y…
March 26, 2021
Why Target Date Funds Miss the Mark
investing

Why Target Date Funds Miss the Mark

Despite the popularity of target date funds, investors should dig deeper when choosing these easy-to-use retirement savings options.
March 25, 2021
Are Your Investments Overinflating Your Tax Bill? It’s Time to Fix That
tax planning

Are Your Investments Overinflating Your Tax Bill? It’s Time to Fix That

With some thoughtful planning, you can avoid paying more than you need to in taxes. Some tweaking of where you invest and how you pull your money out …
March 25, 2021
The First Few Years of Retirement Can Make or Break Your Portfolio
retirement planning

The First Few Years of Retirement Can Make or Break Your Portfolio

Sequence-of-returns risk could undo years of careful planning. Here’s how that happens, and a couple of ways to help avoid it.
March 24, 2021
Do I Need a Family Office? A Guide for the Rich and Not So Famous
estate planning

Do I Need a Family Office? A Guide for the Rich and Not So Famous

Ultra-wealthy people, including Bill Gates, have family offices, but so do about 10,000 others. What is a family office, and is it right for you? Get …
March 24, 2021
What to Do to Protect Your Finances When Your Spouse Has a Gambling Problem
Divorce

What to Do to Protect Your Finances When Your Spouse Has a Gambling Problem

If it comes down to divorce, don’t let your financial future be a roll of the dice. Take action quickly to regain a measure of control and limit your …
March 23, 2021
One Beneficiary Mistake You Really Don’t Want to Make
estate planning

One Beneficiary Mistake You Really Don’t Want to Make

Per capita or per stirpes? Ensure fairness across generations by choosing the right annuity or life insurance distribution method for your beneficiari…
March 23, 2021
How to Build (or Rebuild) Wealth
Financial Planning

How to Build (or Rebuild) Wealth

Our 11-part plan will help you establish a solid financial foundation or take stock of your progress.
March 22, 2021
It’s Time to Consider Structured Notes for a Portion of Your Portfolio
retirement planning

It’s Time to Consider Structured Notes for a Portion of Your Portfolio

Trying to generate income while limiting risk in today’s low-interest rate environment is beyond tough. One possibility I’m recommending to my clients…
March 22, 2021
A Risk-Averse Approach to Real Estate Investing
real estate investing

A Risk-Averse Approach to Real Estate Investing

You can invest in income property in a decidedly defensive way. Here are four conservative strategies to minimize risk while you pursue income and app…
March 22, 2021
Name Your Plan – Select Both Retirement Income & Legacy Target
retirement planning

Name Your Plan – Select Both Retirement Income & Legacy Target

You know how much income you need and what kind of legacy you want to leave, but what you don’t know is if you might be able to hit those targets. Her…
March 21, 2021
Top 10 Reasons Real Estate Investors Are Jumping into DSTs
real estate investing

Top 10 Reasons Real Estate Investors Are Jumping into DSTs

Delaware Statutory Trusts solve a lot of the headaches of owning and managing rental properties, but real estate investors are looking at them for mor…
March 21, 2021
Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
IRAs

Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving

Being your own boss has its perks, and those include special retirement savings possibilities, such as SIMPLE IRAs, SEP IRAs and Solo 401(k)s.
March 20, 2021
3 Alternative Asset Strategies to Diversify Your Retirement Portfolio
investing

3 Alternative Asset Strategies to Diversify Your Retirement Portfolio

With interest rates as low as they are, bonds are not the retiree’s friend they used to be, so what can you do to replace them in your portfolio? Thre…
March 20, 2021
Planning to Retire in 3 Years? Here’s What Senior Level Executives Need to Do Now
retirement planning

Planning to Retire in 3 Years? Here’s What Senior Level Executives Need to Do Now

From deferred compensation and stock options to backdoor Roths and long-term care insurance, there’s a lot to think about before you get your gold wat…
March 19, 2021
How Healthy Is Your Retirement Plan in the Midst of the COVID Crisis?
retirement

How Healthy Is Your Retirement Plan in the Midst of the COVID Crisis?

Give yourself a financial checkup today to see if you’re doing all that you can to have a healthy and happy retirement. Here are eight tactics to help…
March 19, 2021
Is Now the Right Time for You to Make a Roth Conversion?
Roth IRAs

Is Now the Right Time for You to Make a Roth Conversion?

Timing is everything with Roth IRA conversions. Whether it’s the right time for you depends on where you are in life. Are you still working? Retired? …
March 18, 2021
What Rob Gronkowski Can Teach Us about Saving for Retirement
Budgeting

What Rob Gronkowski Can Teach Us about Saving for Retirement

Big spenders live for now. Their future-oriented counterparts, like Gronk, would rather skip flashy spending in favor of a simple life and an early re…
March 17, 2021
4 Ways to Keep an Employee's Divorce from Hurting Your Business’s Bottom Line
Divorce

4 Ways to Keep an Employee's Divorce from Hurting Your Business’s Bottom Line

When one of your workers goes through a divorce, like it or not, your company can get pulled into the fray. It’s in your best interest (as well as the…
March 16, 2021
Impact Investing Leads the New Frontiers of Investing
investing

Impact Investing Leads the New Frontiers of Investing

Investors who want to make a real difference in people’s lives are diving into a new type of investing: impact investing. You may have heard of ESG or…
March 15, 2021
Why I Tell My Clients to Use Mint When Planning for Retirement
Budgeting

Why I Tell My Clients to Use Mint When Planning for Retirement

Take it from a financial professional, Mint is a free, easy-to-use tool that can help you reach your financial goals.
March 15, 2021
When Choosing Funds for Your College 529 Plan, Don’t Make This Mistake
529 Plans

When Choosing Funds for Your College 529 Plan, Don’t Make This Mistake

Age-based funds make sense for some retirement savers, but they rarely make sense for college savers, in my opinion. Here’s why. This article is part …
March 13, 2021
Some Basics on How to Pick Dividend Growth Stocks
dividend stocks

Some Basics on How to Pick Dividend Growth Stocks

To grow your retirement wealth, for starters, don’t chase high dividend yields. That’s not the way to go. Instead, be selective and look for companies…
March 13, 2021