Latest
-
Retire in the Bahamas With These Three Tax Benefits
Retirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.
Retirement Taxes -
What to Do After Losing Your Spouse: An Expert Guide
Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you need to know about gathering documents and contacting government agencies and financial institutions.
-
States That Tax Social Security Benefits in 2025
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
Retirement Taxes -
I'm a Financial Planner: This Is the Key to Successful Retirement Planning
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.
-
Summer Is Made for Sun, Fun … and Estate Planning Conversations
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.
-
Retire in Ecuador for an Affordable, Rich Life
Ecuador offers one of the world’s most painless visa processes in a country rich with biodiversity.
-
Why Single Retirees Have It Better Than You Think
From housing to health care, see how flying solo in retirement can stretch your funds further.
-
Don't Have an Estate Plan? Six Things That Could Go Very Wrong
Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.
-
A Financial Planner's Tips for Teaching Kids About Wealth Without Creating Entitlement
If your kids are likely to inherit and you're worried about how they'll manage, start talking about money and teaching common-sense habits as soon as you can.
