Latest
-
25 Financial Moves to Consider Before December 31
Tidying up your financial house before the New Year kicks off will put you in a great position to have a financially satisfying and successful 2025.
-
Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you're covered on everything from taxes to health care expenses to what happens to your estate when you're gone.
-
Gifting While You're Alive: Tax Benefits and Practical Tips
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
-
Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
-
Financial Topics You Can Safely Discuss at Thanksgiving
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
-
Three Positive Ways to Help Your Adult Children Financially
If you're lucky enough to have surplus wealth in retirement, but worry that giving it to your kids will spoil them, consider helping in these practical ways.
-
10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
-
Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
-
Revocable vs. Irrevocable Trusts: What You May Not Know
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs.
