Latest articles by Joel V. Russo, LUTCF
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You Need a Retirement Contingency Plan: Five Steps to Get It Done
Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components.
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Benefits of Charitable Contributions You May Be Overlooking
There are many tax, estate and income benefits when you donate to charity, especially if you make use of a charitable remainder trust (CRT).
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Retirees: Make Your Money Last With Stable Income Strategies
To avoid running out of money in retirement, you need to be able to generate reliable income — without relying on Social Security. Passive income is the key.
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Taming Risk: Offensive vs Defensive Investing Strategies
As you plan for retirement, it's important to know what level of financial risk you're taking with your investments and how to manage that risk.
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How You Can Tackle Health Care Costs in Retirement
Doctor visits and medications are only part of the challenge of health care costs — there’s also long-term care planning. Here’s what you can do.
