Latest articles by Grant Rawdin, J.D., CFP®
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Making the Most of Charitable Giving Before and After Retirement
retirement How to best give to charity in a tax-smart way could depend on your age. Donor-advised funds and QCDs are two different methods to consider that can still deliver tax savings, even with today's higher standard deductions.
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What Proposed IRA Updates Could Mean for Your Retirement – and Your Kids
retirement The SECURE Act is not a done deal yet, but it makes sense to watch it closely because it could affect everything from RMDs to inheritances.
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Wealthy? Potential Social Security Changes to Watch Out For
retirement The program is under pressure, and lawmakers are considering a handful of strategies to shore it up. Some could have big impacts ... especially on the wealthy. So stay vigilant and plan carefully to maximize your benefits.
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Five Common Pitfalls of Sudden Wealth
retirement Coming into a large amount of money, especially when it arrives in the form of an inheritance, can trigger a wave of emotions. If you're not prepared, you could make some bad moves.
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4 Steps to Maximize Your Executive Compensation
retirement With their many moving parts, compensation plans come with many possible options and decisions. Making the right moves at the right time can mean a big difference in your bottom line.
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3 Ways to Instill Enduring Financial Values in Your Children
retirement Leading by example is always a good idea, and the earlier you start, the better. These three lessons can get the whole family going in the right direction.
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Estate Planning Answers for 'Hard' Assets Like Art, Heirlooms
retirement Splitting up money is easy. Splitting up an antique car or a vacation home isn't. And unless you plan ahead by answering these three questions, your family could be in for some strife.
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Don't Let Peer Pressure Spoil Your Retirement
Investor Psychology If you try to make your retirement look like the typical picture that comes to mind, you may find yourself dissatisfied, bored or restless. Instead, look beyond these retirement myths to find what will make you truly happy.
Investor Psychology
