wealth creation

As the COVD-19 pandemic continues into its next phase, it’s natural to be a little nervous. But now is not the time for panic or knee-jerk reactions. …

Investors and retirement savers have many tools at their disposal to whittle their incomes down to a point where capital gains are taxed at a 0% tax r…

The costs of long-term care are tough to bear, so what is the best way for you to go about planning for them? Answering these two questions is a good …

You may be vulnerable to an ADA lawsuit without even knowing it. Here’s why and what to do about it.

Rising prices are all over the news these days, and they may be with us a while. So, it could be time to take action to protect your investments and l…

Their husbands are more likely to cheat, and they are much more likely to face divorce. Two divorce experts weigh in on why and what to do about it.

This is something you need to know before you make your retirement plan. Answering these three questions will help you get down to the basics of what …

With the Tax Cuts and Jobs Act expiring after 2025, it’s a good time to be proactive about taxes. Here are some smart ideas to consider to put a lid o…

A reader racked with guilt calls in for advice after her husband dies of COVID … but first she wants to make sure what’s she’s about to say is confide…

COVID-19 has forced us to look closely at many areas of our life, including our plan for retirement. As this pandemic continues with new variants of t…

Higher possible tax rates and changes in estate tax law may mean making these adjustments for your personal situation could be a good idea.

You may have heard of the 4% Rule, used to determine how much you can safely pull from your portfolio to fund your retirement. But here are three othe…

A financial adviser shares some pros and cons about Social Security, the linchpin for most people’s retirement plans. Do you agree, and what does it m…

Once you get the basics of a retirement plan nailed down, you may discover you can retire earlier than you thought.

It’s time to stomp out the stigmas surrounding Social Security Disability Insurance. Let’s start with these three myths that too many people believe.

The right income plan can boost your income in retirement while limiting your risk.

Running out of money is any retiree’s biggest fear. If you don’t want your retirement security to come down to dumb luck, you need to protect yourself…

More than any other age group, millennials are feeling the need for life insurance due to COVID-19, and the way they’re shopping for it is a little di…

Retirement is the perfect time to redefine yourself, find a new sense of purpose and channel your passion in a meaningful way. What could that look li…

There has been increased interest from individual investors in Bitcoin and other cryptocurrencies. What about fiduciaries? Can trustees consider inves…

They won’t save you money on your taxes this year, like the more well-known (and popular) pretax 401(k) contributions do, but three types of people co…

When drawing up your retirement income plan, you need to be prepared to cover these three different income gaps. If you don’t, you’d better be ready t…

Your life is always changing. Is your budget keeping up with the times?

Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.

If your workplace offers a Roth 401(k) retirement savings plan in addition to a traditional 401(k), picking between them comes down to taxes.

Spendthrift trusts include similar protections to an asset protection trust and are more widely respected in other states, but they also come with the…