Trouble Ahead
Your tax plan is just as important as your investment plan. Understanding the impact of RMDs, Social Security taxes, and Medicare surcharges can help you make smarter withdrawal decisions and avoid unnecessary tax surprises.
Are Annuities the Missing Piece of Your Retirement-Income Puzzle?
Annuities often get a bad reputation for being complex, but they can be a useful tool for helping you maximize your retirement spending.
Being Social May Delay Dementia Onset by Five Years
Good news! Whether it’s having coffee with a friend or chatting with your neighbor, research shows that staying socially active may help keep your mind sharp and even delay dementia.
Some of the Most Miserable People I Know Are Some of the Richest People in America
We often believe that getting rich will make us happy—but does it? Many wealthy people work tirelessly to accumulate money, yet find themselves stressed, unsatisfied, and always chasing more.
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?