Latest
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The Three Biggest Retirement Planning Gaps I See Among DIYers
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money.
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What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
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Three Ways to Prepare for Long-Term Care Expenses in Retirement
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now.
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Can Both Spouses Collect Social Security Benefits? What You Need to Know
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
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Do 1031 Exchanges Make Sense for Baby Boomers?
Here are four scenarios in which a 1031 exchange to defer capital gains taxes would be worth exploring if you're a Baby Boomer selling property.
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A Different Way to Approach Your Mortgage in Retirement
Conventional wisdom says don't carry any mortgage into retirement, and if you can manage that debt-free feat, good for you. But there are other options.
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How to Plan Ahead After a Loved One's Dementia Diagnosis
Financial, medical and safety preparations can ease the burden for caregivers while ensuring your loved one receives their preferred care.
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10 Things To Know Before Medicare Open Enrollment Starts
Here are 10 key things to know for Medicare open enrollment. Plan ahead before enrollment season begins in October.
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13 States That Don't Tax Retirement Income
Retirement Taxes Here are the states that don’t tax retirement income. But that doesn’t mean you won’t pay state taxes on other types of earnings.
Retirement Taxes
