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Two Big Blind Spots Wealthy People Have About Retirement
High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes.
Three Ways to Lower Your Taxes in Retirement
To help prevent taxes from blindsiding you in retirement, consider addressing tax issues now, when rates are lower. Here are three suggestions.
How Does Being a Veteran Affect Your Taxes?
Veterans Veterans may be eligible for certain federal and state tax benefits.
By Kelley R. Taylor Last updatedVeterans
The 5 Worst Bad Habits to Carry Into Retirement
Five bad habits that could hurt you when you retire.
By Jacob Schroeder Published
Most Expensive States for Retired Military Service Members
Military Retirement Veterans can keep more of their military retirement pay by avoiding these high-taxed, most expensive states for retired service members.
By Katelyn Washington Last updatedMilitary Retirement
Republican Presidential Candidates On Social Security
Views on Social Security and retirement age were noted by presidential hopefuls in the third Republican debate.
By Esther D’Amico Published
Cash Balance Plans: Big Deductions and Big Retirement Savings
With the IRS focusing more on high-net-worth taxpayers, is it time for business owners to consider implementing cash balance plans?
By Thomas Ruggie, ChFC®, CFP® Published
10 Things You Need to Know About Retiring to Florida
Making Your Money Last If Florida is part of your retirement plan, we offer up a few tips to help you find your way.
By Bob Niedt Last updatedMaking Your Money Last
Are You Too Young for Life Insurance?
An even better question is this: Would someone who depends on you for their standard of living suffer financially if you were to suddenly pass away?
By Brianna Gutierrez, Investment Adviser Representative Published
Why You Need a Power of Attorney
Having a power of attorney is critical should the time come when you can’t make health and financial decisions on your own.
By Ella Vincent Published
How to Approach the Caregiving Transition When It’s Time
For National Caregivers Month, this financial adviser shares her story to help others heading into the emotional challenge of providing caregiving for an aging loved one.
By Kelly Gallimore, ChFC®, CES® Published