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. Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs.
  3. Pick The Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  4. Designating A Trust As Retirement Beneficiary

    Designating a trust as your IRA beneficiary can be beneficial, but it requires proper planning to avoid problems.
  5. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  6. Special Trusts For Special Needs

    If you or someone you love has a disability, these trusts can help ease the cost of care.
  1. If that's always been your dream, there actually are affordable ways to retire in France. Some regions to explore and some cautions to keep in mind.

    Can You Afford To Retire In France?

    If that's always been your dream, there actually are affordable ways to retire in France. Some regions to explore and some cautions to keep in mind.
  2. A delightful climate, World Heritage sites and a low cost of living are just some of the reasons to retire to Ecuador. Here's more about what to expect.

    Why Retiree Expats Adore Ecuador

    A delightful climate, World Heritage sites and a low cost of living are just some of the reasons to retire to Ecuador. Here's more about what to expect.
  3. The names sound similar – continuing care, assisted living – but retirement communities differ widely. How to tell them apart and what you'll need to pay.

    Don't Pick The Wrong Type Of Retirement Community

    The names sound similar – continuing care, assisted living – but retirement communities differ widely. How to tell them apart and what you'll need to pay.
  4. An article explaining what salary would be needed to retire and live with a high quality of life in top retirement cities

    Savings Needed To Retire Abroad

    How much do you need to have saved for a comfortable retirement in another country? Here are figures for 5 popular expat havens around the world.
  5. Basics of reverse mortgages

    How Does A Reverse Mortgage Work?

    The basics of getting a reverse mortgage, with detailed information on how to qualify and what to watch out for.
  6. Steps to retire with a reverse mortgage

    Steps To Retiring With A Reverse Mortgage

    Follow this simple six-step guide to investigating a reverse mortgage. And be sure to compare it to other ways home equity can help fund your retirement.
  1. If that's always been your dream, there actually are affordable ways to retire in France. Some regions to explore and some cautions to keep in mind.

    Can You Afford To Retire In France?

    If that's always been your dream, there actually are affordable ways to retire in France. Some regions to explore and some cautions to keep in mind.
  2. A delightful climate, World Heritage sites and a low cost of living are just some of the reasons to retire to Ecuador. Here's more about what to expect.

    Why Retiree Expats Adore Ecuador

    A delightful climate, World Heritage sites and a low cost of living are just some of the reasons to retire to Ecuador. Here's more about what to expect.
  3. The names sound similar – continuing care, assisted living – but retirement communities differ widely. How to tell them apart and what you'll need to pay.

    Don't Pick The Wrong Type Of Retirement Community

    The names sound similar – continuing care, assisted living – but retirement communities differ widely. How to tell them apart and what you'll need to pay.
  4. A description of the top retirement plans for self-employed

    Self-Employed? Top Plans For Retirement Savings

    Here are 5 smart ways the self-employed can save for retirement. Some also work for your employees. But get financial advice before picking a strategy.
  5.  Investors often spend decades working and saving in an effort to build a nest egg for retirement. During that time, their primary investment goal is to see their assets grow. When retirement finally arrives, the investment goal often changes from seeking to grow assets to using those assets to generate income.

    The Best Way To Build Your Retirement Portfolio

    If you're near retirement or already there, it's time to change your investment goals from growing assets to using them to generate income. Here's how.
  6. A brief article with strategies on how to retire by owining real estate assets and living out of rent

    Could Being A Landlord Pay For Your Retirement?

    If you have the money to buy them and the energy to run them – or the funds to pay a good manager – rental properties can help pay for your retirement.

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