Retirement
Explore Retirement
Latest
-
How Can Your Investments Act as Your Financial Safety Net?
A securities-backed line of credit (SBLOC) lets you borrow against your investments without forfeiting their growth potential.
By Rich Guerrini Published
-
What Assets Should Not Be Placed in a Revocable Trust?
estate planning A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries. But what assets should or should not be placed in a trust?
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Last updated
estate planning -
Want to Give Money to Your Adult Children? 10 Things You Should Know
It’s less taxing to give money to your adult children than you might think. A good plan can help you avoid certain pitfalls — and drama.
By Jeremy Greenfield Last updated
-
These Dementia-Friendly Places Welcome Alzheimer's Patients
Dementia-friendly towns, restaurants and cruises can improve the lives of people with dementia by offering experiences that ease their isolation.
By Dawn Fallik Published
-
Five Financial Tips to Help You Plan for the Unexpected
It's impossible to predict the future, but you can still create a financial plan that includes buffers for life's uncertainties.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
-
This Election, Your Financial Plans Should Focus on Taxes
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how to lower your future tax burden.
By Jared Elson, Investment Adviser Published
-
Limited Liability Companies (LLCs): How Assets Are Protected
An LLC can prevent problems with assets within the LLC from affecting assets outside the LLC, but there are limits to asset protection.
By Rustin Diehl, JD, LLM Published
-
How Much Retirement Income Could Your ESOP Generate?
This is how you turn the money in your Employee Stock Ownership Plan (ESOP) into a retirement nest egg, plus an example with actual numbers.
By Peter Newman, CFA Published
-
Five Thoughts About the Election and Your Money From a Financial Planner
Here are some predictions, based on a lot of historical evidence, about what’s coming in relation to your money as we approach the election.
By Evan T. Beach, CFP®, AWMA® Last updated