Retirement-planning
Latest
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Strategies to Optimize Your Social Security Benefits
To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working.
By Jason “JB” Beckett Published
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Don’t Forget to Update Beneficiaries After a Gray Divorce
Some states automatically revoke a former spouse as a beneficiary on some accounts. Waivers can be used, too. Best not to leave it up to your state, though.
By Andrew Hatherley, CDFA®, CRPC® Published
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Charitable Remainder Trust: The Stretch IRA Alternative
The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
By Brandon Mather, CFP®, CEPA, ChFEBC® Published
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Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren Last updated
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10 Things You Need to Know About Retiring to Florida
Making Your Money Last If Florida is part of your retirement plan, we offer up a few tips to help you find your way.
By Bob Niedt Last updated
Making Your Money Last -
What Happens Financially When You Work One More Year?
The impact of saving more, spending less later and benefiting from an extra year or more of compounding can be truly staggering.
By Andrew Rosen, CFP®, CEP Published
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Traditional Retirement Accounts or Roth? How to Choose
Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status.
By Rich Guerrini Published
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Should You Opt for an Older or Younger Financial Adviser?
Do you want the wisdom that comes with age or the innovation that comes with youth? Or maybe you can have both, with an advisory team.
By Jan Blakeley Holman, CFP Published
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Revocable Trusts: The Most Common Trusts in Estate Planning
Revocable trusts allow the trust maker complete control over the assets and can be quite efficient when it comes to capital gains and income taxes.
By Rustin Diehl, JD, LLM Published