retirement planning

How to Potentially Preserve and Grow Your Portfolio in a Volatile Market
retirement planning

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?
retirement planning

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
retirement planning

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?
retirement planning

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
Empty Nesters

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
retirement

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
retirement

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
retirement

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
retirement planning

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
Financial Planning

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
investing

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
retirement planning

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
investing

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
retirement planning

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
retirement planning

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
Financial Planning

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
retirement planning

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
estate planning

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
retirement

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
retirement planning

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
retirement planning

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
retirement planning

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
retirement

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
Healthy Living on a Budget

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
Medicare

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