Latest
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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.
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Want to Create a Lasting Legacy? Four Issues to Address
To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.
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How Confident Are You in Your Retirement Plan? Find Out With This Quiz
On a scale of 1 to 10, how confident are you in your retirement plan? This quick quiz will help you find out if it's on track, or whether it needs more work.
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Scared About Climate Change? Change the Way You Invest
Climate change is hitting the U.S. hard, and while positive action from the White House may now be unlikely, individuals can use their wallets to hit back.
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The Retirement Mindset Shift: Deciding When to Ease Off Risk
Changing gears from growth to protection isn't easy for some folks. How do you do it? And when?
