Retirement Planning

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  1. Could Your Spouse Manage the Household Finances?

    It is important for couples to both understand the household finances in case someone passes.
  2. The Villages, Fla., is the Fastest Growing U.S. Metro

    Fatstest growing metros have significant chunks of retirees in their population.
  3. Combining Business Ownership and Marriage

    As with any new couple, there are several steps business owners need to take when they get married.
  4. The Only 3 Reasons Why You Should Have an Irrevocable Trust

    Only put your assets in an irrevocable trust for one of these three reasons.
  5. Why It's Hard to Find a Custodian for a Self-Directed IRA

    When finding a custodian for a self-directed IRA, look for expertise in the asset classes you want to invest in and a strong ...
  6. Why Your Family Business Needs a Succession Plan

    It is important to have a succession plan in place for your family business.
  7. The Fiduciary Rule, the Food Inspector, and You

    Regardless of what happens to the DOL Fiduciary Rule, investors can change the industry standard.
  8. Getting Rollovers Right: Webinar

    This webinar will look at the primary reasons to properly manage a rollover and the increasing options with the advent of ...
  9. Benefactor

    An individual that provides money or other resources to an individual, group, or organization.
  10. Boomers' Kids Won't Inherit What They're Expecting

    A new study from Ameriprise Financial suggests that Boomers and their kids need to talk frankly about inheritance expectations
  11. What Does it Mean to Be Wealthy?

    Wealth is not a set amount of money or possessions, it is having the income you need in retirement.
  12. Top 6 Common Retirement Mistakes

    Retirement planning becomes extra important in the final stretch, with many common mistakes becoming very costly. Here are ...
  13. Working Longer Can Keep You Healthy

    Seniors with full- or part-time jobs – or volunteer work – tend to keep their physical and mental powers primed.
  14. The People Who Should Be On Your Retirement-Planning Team

    As you accumulate wealth, retirement planning can be too complex for just one person. The right team can help you avoid headaches ...
  15. What Is a DISC Tax Break and Can It Make You Rich?

    How two brothers used a Domestic International Sales Corporation to get $3 million personal tax breaks. So far, it's legal.
  16. Managing Income During Retirement

    Learn some sensible strategies for making your hard-earned savings last for as long as you need them.
  17. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple ...
  18. Why People Are Delaying Retirement

    Baby Boomers are changing retirement. Exactly how, though, is still evolving as the realities of life sometimes clash with ...
  19. Tips to Reduce or Avoid Probate on Your Estate

    Avoid or reduce the delays and costs of probate for your estate with these tips.
  20. How Poor Credit Hurts You as an Investor

    Bad credit can hurt you as an investor and potential homeowner, but you can make things right.
  21. 5 Sources of Income for Your Retirement

    Generating income without going to work tends to be a murky concept. Find out how it works.
  22. 5 Key Things to Do Right Away During a Divorce

    These five things are critical to your financial security when divorcing.
  23. How Rising College Costs Impact the 4% Rule

    This is how the rising costs of a college education impact the 4% retirement withdrawal rule.
  24. Retirement Living: Renting Vs. Home Ownership

    Here are three simple questions you should consider when weighing this decision.
  25. How to Create a Budget (Even if You Hate Budgets)

    The closer retirement looms, the more important it is to create a budget.
  26. Merrill Considers Alternatives to Fee-Only Model

    In the wake of the fiduciary rule, Merrill Lynch is dropping commission-based transactions from all of its retirement accounts, ...
  27. The Most Expensive States to Retire In

    Six places that aren't great for your retirement years (financially speaking).
  28. Taxes on Retirement Assets: How to Pay Less

    Withdrawing and spending during retirement can be complicated. Here's how to plan for the process in the most tax-efficient ...
  29. Is a Financial Review on Your Fitness List?

    Add checking your financial fitness to your to-do list to stay on track with your financial goals.
  30. Investing in Yourself Is Most Important

    Investing in yourself through job growth and education is as important as investing financially.
  31. Top 5 Crucial Things to Do Before You Retire

    Here are five important things to do before you retire to help you enjoy your golden years.
  32. Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.
  33. Why a Repeal of Obamacare Could Be a Boon for Wealthy Investors

    If President Trump succeeds in repealing Obamacare, high net worth investors could see a payoff in more ways than one.
  34. Suddenly Pushed into Retirement, How to Handle the Transition

    Adjusting to retirement can be challenging, but when it happens unexpectedly it can be downright difficult. Thankfully there ...
  35. Do You Need a Living Trust? 7 Reasons Why Not

    In most cases there are easier, less expensive ways to avoid probate than a living trust.
  36. Successful Succession Plans Depend on Your Team

    It's important to have the right team in place to handle the succession of your family business.
  37. Which Firms Are Sticking with Fiduciary Rule Changes Anyway?

    The Fiduciary Duty Rule is under scrutiny again and may be scrapped altogether, but that doesn't mean all financial firms ...
  38. How to Make Your Own Retirement Fund

    Making sure you have a large enough nest egg to retire on is a challenge. Here's how to accomplish the task, one step at ...
  39. Gen X: Can Your House Cost You Your Retirement?

    If you're in Generation X and thinking about retirement, be sure to review your housing expenses.
  40. Don't Lose out on Equity Compensation When You Retire

    Equity compensation can be a lucrative benefit that shouldn't be overlooked at retirement.
  41. 5 Ways 20-Somethings Can Boost Retirement Savings

    Here are five tips to help Millenials save more for retirement while still in their 20s.
  42. Keep the Family Business Going With a Succession Plan

    Having a succession plan ready is the key to a family business surviving the next generation.
  43. Should I Save for Retirement or College Tuition?

    Here's some in help in deciding whether to save more for your kids' college vs. your retirement.
  44. How To Make Your First $1 Million

    It is easier to become a millionaire now than at any time before. While you won't be buying islands, it is still a goal worth ...
  45. Why You Need to Budget and Self-Fund Retirement

    Make retirement savings a priority because costs are rising and Social Security won't be enough.
  46. Planning Your Second Career

    How to find a second career if you want to do more than retire in your later years.
  47. Women Need a Wealth Plan That Fits

    Women need a wealth plan that is tailored to their specific needs, not an off-the-shelf plan
  48. 7 Counterintuitive Retirement Strategies That Work

    Seven misconceptions about retirement that you should avoid
  49. How to Put Your Pay Raise to Work

    Put your pay raise to work and you can end up with a windfall.
  50. The Best Way to Leave Assets for Non-Spousal Heirs

    Save non-spousal heirs taxes on your estate by moving your assets from a qualified plan.
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