Latest
-
One Way to Secure Your Child’s Inheritance in an Uncertain Tax Future
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
-
Can I Hire a Financial Adviser to Manage My 401(k)?
If your employer offers a self-directed brokerage account as an option, you can. But then the question becomes: Should you hire an adviser to oversee your 401(k)?
-
Financial Planning in Retirement: Seeing All the Angles
In addition to investments, your financial adviser should be talking to you about insurance, Medicare, Social Security, long-term care, estate planning and tax planning.
-
Three Potentially Costly IRA Mistakes That Are Easy to Avoid
An IRA is a great savings tool, but it does come with some rules that can trip up a lot of people. Find out more here about beneficiaries, after-tax contributions and RMD tables.
-
Don’t Let Bad Luck Ruin Your Retirement Dreams
When you retire can have a big impact on whether your money will last in retirement, but planning can manage the impact of the markets’ bust cycles.
-
Five Common Retirement Mistakes and How to Avoid Them
Is your view of wealth distorted? Is all your money in tax-deferred accounts? Are you hoping for unrealistic market returns? Don’t let these and other errors cost you in the long run.
-
Four Ways to Navigate the Bumps of Today’s Volatile Market
Adjusting investment strategies is a smart move, and so is making those financial decisions based on long-term optics rather than short-term fears.
-
Is Your Financial Plan Ready if U.S. Raises Retirement Age?
Being ‘ready’ involves more than just waiting as long as possible to start collecting your Social Security benefits.
-
Laid Off Near Retirement? How to Prepare for What’s Next
While this is a very stressful time, it’s also an opportunity to reassess values, visions and dreams and get plans in place for the future.
