What's the Key to a Happy Retirement for a Couple?
What if the secret to a happy retirement with your partner is to listen with love?
Tax Tips When Naming a Trust as IRA Beneficiary
If you’re thinking about naming a trust or your estate as the beneficiary of your retirement account, it’s important to understand how the rules have changed under the SECURE Act.
20 IRA Mistakes to Avoid
While opening an IRA is simple, the rules surrounding contributions, withdrawals, and rollovers can be complex, leading to costly mistakes.
5 Top Regrets of Retirees (And How to Avoid Them)
Your best retirement should be filled with opportunity and enjoyment, but many retirees look back and wish they had done things differently.
“I Wouldn’t Know Where to Start” – 16 Questions to Ask a Financial Advisor
Finding a financial advisor that best suits you is much like finding a doctor. You want (and deserve) to feel confident that this person is putting your best interests first.
Taking the Stress Out of Financial Planning
If you experience anxiety surrounding financial planning, your feelings likely stem from two things: The fact that financial planning is future-oriented—and often, uncertain in nature.
Whither Taxes?
Today’s political landscape in Washington closely resembles that of 2017, with Republicans controlling the White House, Senate, and House, but with a much narrower House majority. What could this mean for your retirement in 2025?
How Far Out-of-Whack Are Fund Investors’ Asset Allocations? $800 Billion, Give or Take
Does your portfolio’s asset allocation still align with your financial goals and risk tolerance?
Social Security Basics: 12 Things You Must Know to Maximize Your Benefits
Understanding the best time for you to claim Social Security means more money in your pocket, but it also involves complex aspects that can significantly impact retirement income.
Why You Should Pursue the “Unnecessary” Things in Life
While money offers freedom and opportunity, it often fails to provide you with a true sense of purpose.
Are We Bullish Enough? (Redux)
In 2020, author Maggiulli predicted the S&P 500 could grow 4X by 2030 based on historical trends. Is it possible?
The Best Flexible Strategies for Retirement Income
Your retirement plan won’t be one-size-fits-all, and understanding the trade-offs between maximizing income, preserving stability, and leaving a legacy is key to choosing the right withdrawal strategy.