Financial Articles

Have you ever considered the benefits of focusing on your "health span” – the period of life spent in good health – over your life span?

When you consider the list of risk factors that can upend your retirement, long-term care expenses should be one of them.

The Final Regulations issued on July 18, 2024, confirmed the annual RMD requirement for Non-Eligible Designated Beneficiaries starting in 2025, with no penalties for missed distributions from 2021–2024.

There are the BIG questions you will ask yourself regarding retirement, such as: When should I retire? Or do I have enough saved? However, there’s more to the puzzle when it comes to planning the fulfilling retirement you deserve.

If you’re like many investors, it’s common for you to experience feelings of regret and frustration at times, maybe wishing you had bought specific stocks like Amazon or Microsoft earlier.

Estate planning is often viewed primarily as a method for you to efficiently transfer assets while minimizing taxes and avoiding probate. However, this general approach can overlook the importance of passing on your intangible assets, such as values, lessons, and opportunities.

To create a simple yet effective investment portfolio, consider starting with an S&P 500 index fund for broad stock market exposure. This fund offers diversification and includes major successful companies, but it has some issues.

Whether you’re already retired or are looking forward to retiring, past podcast guest Fritz Gilbert provides a wealth of knowledge on how his personal retirement journey can help you optimize your own.

Past podcast guests David Blanchett and Michael Finke's new analysis suggests annuities act as a "license to spend," enabling you to spend more comfortably in retirement.

Amidst the complexities of Social Security, here you’ll find an in-depth look at maximizing benefits, whether you’re approaching or are already in retirement.

Taxes impact your money throughout your entire life. If you’re like the author of this article, tax policies can also significantly influence your financial decisions to and through retirement.

Ben Carlson discusses the validity of the four percent rule for retirement planning, highlighting its conservative nature and effectiveness.