retirement planning
How to Potentially Preserve and Grow Your Portfolio in a Volatile Market
How to Potentially Preserve and Grow Your Portfolio in a Volatile Market
In volatile times, it’s always a good idea to get back to the basics of smart investing: setting goals, diversifying, determining your risk tolerance …
August 5, 2021
Can I Afford to Retire?
Can I Afford to Retire?
That fearful question is what holds many people back from taking the plunge, but a little fact-finding could give you the information you need to make…
August 4, 2021
Retiring in the Next 5 Years? Make These Five Decisions Now
Retiring in the Next 5 Years? Make These Five Decisions Now
These five moves could mean hundreds of thousands of dollars in extra income over the course of your retirement.
August 1, 2021
Are You Itching for an Earlier-Than-Expected Retirement?
Are You Itching for an Earlier-Than-Expected Retirement?
Lots of folks are pulling the rip cord on their careers sooner than they had initially planned. Before you rush to join them, make sure you are really…
July 30, 2021
Retirement Can Keep You Busy
Retirement Can Keep You Busy
Your lives are filled with jobs, creative ventures and intellectual enjoyment.
July 29, 2021
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33 States with No Estate Taxes or Inheritance Taxes
33 States with No Estate Taxes or Inheritance Taxes
Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
July 26, 2021
10 Least Tax-Friendly States for Retirees
10 Least Tax-Friendly States for Retirees
When it comes to state and local taxes, retirees in these states are likely to pay more than retirees in other states.
July 26, 2021
10 Most Tax-Friendly States for Retirees
10 Most Tax-Friendly States for Retirees
If you want your retirement savings to last longer, consider moving to one of these states that impose the lowest taxes on retirees.
July 26, 2021
3 Strategies to Avoid Running Out of Money in Retirement
3 Strategies to Avoid Running Out of Money in Retirement
For a financially sustainable retirement that could last 30 years or more, here are three ways to help manage your risks and avoid financial roadblock…
July 26, 2021
Know Your Rights in Debt Collection
Know Your Rights in Debt Collection
A wave of post-pandemic debt collection is coming. Here's how to dispute a debt and protect your assets.
July 23, 2021
The Psychology Behind Your Worst Investment Decisions
The Psychology Behind Your Worst Investment Decisions
We can torpedo our portfolios without even realizing it. Avoiding these seven traps will allow you to make rational investments.
July 22, 2021
Employing an Active Wealth Strategy for Retirement
Employing an Active Wealth Strategy for Retirement
Retirees can benefit by looking at the big picture using an active wealth framework that touches on these key issues: Invest, Spend, Borrow, Manage an…
July 20, 2021
How to Go to Cash
How to Go to Cash
What exactly does it mean to 'go to cash,' and what should you do once you have?
July 19, 2021
3 Retirement Mistakes You May Be Making Right Now
3 Retirement Mistakes You May Be Making Right Now
You’ve been saving and investing so carefully, what could go wrong? Unfortunately, several things, if you’re making these all-too-common retirement mi…
July 19, 2021
Take Control for a Better Retirement
Take Control for a Better Retirement
A solid retirement plan is about much more than a collection of investments and insurance products. Be organized about your approach. Here’s how.
July 17, 2021
The Financial Effects of Losing a Spouse
The Financial Effects of Losing a Spouse
Even amid grief, it's important to reassess your finances. With the loss of your spouse's income, you may find yourself in a lower tax bracket or that…
July 16, 2021
The Financial Fiduciary Standard Explained
The Financial Fiduciary Standard Explained
To get the best financial advice, you want someone who has your best interests at heart, right? It sounds simple … but it isn’t.
July 15, 2021
What to Consider When Deciding Between a Revocable and Irrevocable Trust
What to Consider When Deciding Between a Revocable and Irrevocable Trust
There are important differences between the two types of trusts, including the amount of control you'll have over your assets.
July 14, 2021
8 Things You Must Know About Retiring to the Carolinas
8 Things You Must Know About Retiring to the Carolinas
From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
July 12, 2021
Taking Stock of Your Finances at the Halfway Point of 2021
Taking Stock of Your Finances at the Halfway Point of 2021
Believe it or not, we’re more than halfway through 2021. It’s the perfect time to revisit your financial goals. Are you on track?
July 12, 2021
Don’t Let COVID Cloud Your Plans for a Long Retirement
Don’t Let COVID Cloud Your Plans for a Long Retirement
Following a simple three-part formula can help maximize the gift of longevity.
July 9, 2021
3 Things You Can Do Now to Cut Your Taxes in Retirement
3 Things You Can Do Now to Cut Your Taxes in Retirement
Taxes may be one of your biggest expenses in retirement, and they could be on the rise in the coming years. So take action now to minimize them when y…
July 5, 2021
9 Things You Must Know About Retiring to Arizona
9 Things You Must Know About Retiring to Arizona
The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this sout…
July 2, 2021
7 Things Medicare Doesn’t Cover
7 Things Medicare Doesn’t Cover
Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. Here's a closer look at what isn't covered by Medicare.
June 30, 2021
11 Costly Medicare Mistakes You Should Avoid Making
11 Costly Medicare Mistakes You Should Avoid Making
If you don't make the right choices to fill in the health coverage gaps, you could end up with high Medicare premiums and big out-of-pocket costs.
June 30, 2021