Retirement-planning
Latest
-
Five Estate Planning Things You Need to Do Now
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
-
What to Expect in a Gray Divorce (and Three Steps to Prepare)
Legal costs, how assets are divided and other expenses can be eyebrow-raising. Being prepared before you start the process is critical.
By Evan T. Beach, CFP®, AWMA® Published
-
How to Cut Your Taxes as Short-Term Interest Rates Come Down
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes.
By Jerry Golden, Investment Adviser Representative Published
-
10 Things You Need to Know About Health Savings Accounts
insurance If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.
By Kimberly Lankford Last updated
insurance -
Required Minimum Distributions (RMDs): Key Points to Know
RMDs Here are some basics to know about RMDs and how these distributions can impact your taxes.
By Kelley R. Taylor Last updated
RMDs -
Five Benefits of Slow Travel in Retirement
Consider immersing yourself in the culture of a village rather than making a list of all the things you need to do and see within a short period of time.
By Robert Hoffman Published
-
Should You Pay Cash When You Downsize? Here Are Three Scenarios
The proceeds from selling your current home have made it possible to pay cash for your retirement home, but should you skip the mortgage?
By Evan T. Beach, CFP®, AWMA® Published
-
28 Great Places to Retire Near the Beach
retirement The mix of retirement cities is sure to surprise you.
By Stacy Rapacon Last updated
retirement -
How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older.
By Scott M. Dougan, RFC, Investment Adviser Published