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Is Your Retirement Solution Hiding in Plain Sight?
Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income.
By Jerry Golden, Investment Adviser Representative Published
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How to Choose Your Trustee or Executor of Your Will
Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka Published
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What's the 2024 Estate Tax Exemption?
Estate Tax The estate tax exemption amount increased for 2024. Will your heirs escape a tax bill?
By Katelyn Washington Last updated
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Common Estate Planning Mistakes
Have you avoided the eight most common estate planning mistakes? Your family will thank you.
By Daniel Bortz Last updated
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Social Security Earnings Tests: 5 Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
By Jackie Stewart Last updated
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor Last updated
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How to Apply for a Social Security Card Replacement
Basics Applying for a Social Security replacement card, especially online, can be fairly straightforward. You just need the right documentation on hand.
By Jackie Stewart Last updated
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What You Can Learn from Blue Zones
Many of the tactics used to increase longevity in "blue zones" are attainable, and as people age longer, habits and financial planning need to adapt accordingly.
By Quincy Williamson Published
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Whole Life Insurance: A Multipurpose Financial Planning Tool
retirement Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.
By Michael Aloi, CFP® Last updated
retirement