Life Stages

  1. Tax-Saving Advice for IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  2. Estate Planning Checkup: When to Update your Estate Plan

    Estate planning is an important piece of an overall financial plan, but it can't be set and forgotten. Life events are going to require you to update it.
  3. Here's How To Care For Your Pet (Financially) After You're Dead

    Find out how to protect and provide for your pet after you pass away.
  4. How To Set Up A Trust Fund If You're Not Rich

    You don't need to be worth millions to create your own trust fund. Learn how your money can be handled in the event of your death.
  5. How To Set Up A Trust Fund If You’re Not Rich

    Contrary to popular opinion, trust funds are not just for the rich. Middle class citizens can set them up, as well.
  6. Estate Planning for Singles

    Now that singles dominate the population, it's important they understand the essentials of estate planning for indivdiuals.
  1. When You Should File Early for Social Security

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom of waiting as long as you can.
  2. Red State or Blue: Where's Retirement Sweeter?

    Choosing whether to go red or blue when picking out your retirement destination is more than a matter of politics. Here's how to cast your vote.
  3. Social Security 'Start, Stop, Start' Explained

    The start, stop, start Social Security strategy is complicated. Here's what retirees considering it need to consider.
  4. Why Long Term Care Isn’t a Client Priority

    Long term care is a difficult subject to broach with clients, but advisors need to do it. Here are some tips on how to tackle managed care for retirees.
  5. Introduction to Social Security

    You've probably contributed to this fund, but will you reap the benefits? Find out here.
  6. Income Relating: Who Pays More for Medicare?

    You can retire, but you can never retire from income tax planning.
  1. How Traditional IRAs Work

    A traditional IRA is a tax-advantaged retirement account that includes stocks, bonds, mutual funds and other investments.
  2. Events in 2016 That'll Alter Your Retirement Plans

    Retirement savers who are trying to see what lies ahead can expect these changes affecting their retirement plans in 2016.
  3. When You Should File Early for Social Security

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom of waiting as long as you can.
  4. Recharacterizing Your IRA Contribution or Roth Conversion

    Learn why you might make such a transaction and find out how to calculate how it will affect you.
  5. Online Tools to Help Make Retirement Savings Last

    These online tools can help stretch retirement dollars as far as possible.
  6. Austin, Texas: The Best Retirement Communities

    Discover five of the most desirable retirement communities for seniors located in the Austin/Georgetown metropolitan area in Texas.

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