Latest
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Preparing for an Inheritance: Don't Let Your Blessing Become a Curse
A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls.
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How to Invest Like the Rich (and Pay Zero Taxes on Gains)
The wealthy favor private equity and credit (and private placement life insurance) for higher returns with no taxes. If you're worth $1 million, you can, too.
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The Golden Window: A Top Tax Strategy for the Right Retirees
Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin.
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Roth or Traditional? Seven Considerations for High Earners
Retirement savings and taxes are a minefield — and the higher your income, the more complicated the options. Use these tips to find your way forward.
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The Social Security Fairness Act: Good News for Retirees?
Millions will be affected by new rules that boost Social Security benefits. But if you qualify, there may be knock-on effects on your retirement cash flow.
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Want to Hire a Financial Planning Firm? Five Questions to Ask
The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search.
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Five Top Insurance Scams to Watch Out For
Scammers are always looking to take advantage of unsuspecting people, and insurance issues are prime targets. Here's how to avoid falling victim.
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A Little-Known Tax Buster for Rich Retirees: Zero-Coupon DST
Maybe you've heard of using Delaware statutory trusts to defer taxes on real estate investments, but zero-coupon DSTs take those benefits a step further.
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Once You Hit 55, Is the Stock Market Still Your Best Bet?
If you're investing heavily in the twists and turns of the stock market in your 50s or 60s, you may be risking too much.
