Year-End RMDs and the QCD Workaround Strategy
As the year draws to a close, you might be exploring strategies to manage your required minimum distributions (RMDs) and minimize tax liabilities for 2024.
How the Art of the Interesting Makes for a Good Life
According to philosophy professor Lorraine Besser, living a “good life” involves more than just happiness and meaning; it also requires cultivating psychological richness through interesting experiences.
End-of-Year Estate Planning: A Comprehensive Guide
As the year wraps up, it’s an ideal time to reflect on your financial and personal priorities—especially the often-overlooked area of estate planning.
The Hidden Cost of Financial Stress
Despite careful planning, financial setbacks and surprise expenses can arise at any time. Here, author Darnell Mayberry explores how money problems can take a significant emotional toll.
Low Probability of Loss: Why It Doesn’t Equal Low Risk in Investing
How can the nature of investment risk impact your long-term financial success?
Worried About Long-Term Care Expenses? Let’s Do Something About It
If you’ve ever heard a long-term care (LTC) horror story, for many retirees, it’s enough to cause fear of spending or making charitable gifts during their lifetimes.
Good (And Not So Good) Financial Planning Goals
You're approaching the most popular time of the year to set goals, but as you do, it’s important to ask yourself: Are your goals truly personal and meaningful?
A Taxing Retirement
While saving for retirement is relatively simple, paying for it can be complex, largely due to the tax code.
2024 Election: Evaluating the Impact of A (Likely) Republican Trifecta on the TCJA Sunset and Tax Planning
How could the recent presidential election impact your taxes due?
The Real Value of Money
Your relationship with money is personal. When you explore it, you might discover transformative perspectives on its role in your life.
Why Are You Looking at Everyone Else?
The ability to maintain a long-term focus on your investment portfolio does not come without its challenges.
Coping with the Stress of Retirement
Stepping into retirement involves more than just the absence of work.