Latest
-
Overpaying for Financial Advice? A Financial Planner's Guide to Fees
Take five minutes to review how much you're paying for financial advice. If you're overpaying, you could be better off with an adviser who charges a flat fee.
-
The Big Red Bucket Theory: A Financial Adviser's Simple Way to Visualize Your Retirement Plan
When you think about retirement, picture a big red bucket brimming with all the money you've saved. It's everything you've got, and it has to last you.
-
Thinking of a New Car in Retirement? Why GM's Latest News Matters
The retirement car conundrum: buy outright or finance your next ride?
-
Denmark Raised the Social Security Age to 70. Should the US Do the Same?
Social Security is facing a shortfall. One idea is to raise the retirement age, as Denmark did recently, but would it work in America?
-
Why Splurging in Retirement is Totally Worth It
Splurging on yourself is okay when it fits your budget, as it can enhance your happiness and reward your hard work without compromising financial security.
-
A Guide to Personalizing Your Retirement Plan for Maximum Impact
This strategy challenges conventional retirement rules of thumb by combining traditional savings, home equity and annuities to provide higher income and liquid savings and help cover long-term care costs.
-
How Advisers Can Rev Up Sales With Medicare
Help boost your revenue stream by integrating Medicare solutions into your financial practice for long-term client value and profits.
-
Premium Tax Credit: Are You Eligible For This Health Insurance Tax Break?
Tax Credits The tax credit can help qualifying individuals pay for coverage from the Affordable Care Act’s health insurance marketplace.
Tax Credits -
The Five Most Expensive States For Retirees (And How Much Extra You Need)
Outliving your retirement savings is a real fear, especially if you live in these four states and Washington, D.C.
