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Best Conservative Retirement Investments
The best conservative retirement investments include a mix of mutual funds that invest in stocks, bonds and money markets.
Nine of the Biggest Regrets I See as a Financial Planner
Check out this list of common regrets among older people and see if there’s something you can address in your own life while there’s still time.
Three Habits of My Most Successful Wealth Management Clients
Clients are more likely to meet their financial objectives if they’re totally honest, take action in a timely manner and are actively engaged.
By Adam Lampe Published
Three Mistakes to Avoid in Retirement Tax Planning
Having a good tax plan can help keep you on top of what you need to do to maximize your savings for your golden years.
By Tony Drake, CFP®, Investment Advisor Representative Published
Worst States to Retire in 2024 if You Hate Paying Taxes
State Taxes Relatively high tax burdens make these places the worst states to retire in 2024.
By Katelyn Washington Last updatedState Taxes
Estate Planning for Your Aging Parents: A Delicate Balance
Protecting assets isn’t the only goal. Managing health care and taxes are also important, as is maintaining our parents’ dignity and security.
By Justin Stivers, Esq. Published
Annuities: 10 Things to Know
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
By Sandra Block Last updatedannuities
Traditional IRA Basics: 10 Things You Must Know
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
By Jackie Stewart Last updatedBasics
Healthcare Costs Top Concerns For Many Voters This Election Year, Study Shows
The top financial worries for most Americans are unexpected medical expenses and healthcare costs, according to a new KFF study.
By Jamie Feldman Published
Cut Your Wealth Transfer Taxes With a Family Limited Partnership
This estate planning tool facilitates tax-efficient wealth transfer, asset protection, legacy preservation and more.
By John M. Goralka Published
Withholding Tax From Your Social Security Benefits
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor Last updatedSocial Security