Retirement-plans
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Are You a 'Midwestern Millionaire'? Four Retirement Strategies
Midwestern Millionaires might not live in the Midwest, but they share a saver's mindset. These strategies are for those who have saved $1 million or more.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Trump Buyout Offer Moves Ahead: If You're Near Retirement, Should You Take a Buyout?
President Trump's buyout offer to government workers was allowed to proceed, following a judge's ruling. If you are on the receiving end of a buyout and close to retirement, here’s what to consider.
By Donna Fuscaldo Last updated
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Lower Your Income So You Can Contribute to a Roth IRA
401(k)s If you're just above the income cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
By Kimberly Lankford Last updated
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Four Potential Tax Changes to Keep Your Eye On
Many taxpayers may be surprised by a larger tax bill if the TCJA isn't extended. Check out these proactive strategies to help mitigate some of the impacts.
By Adam Frank Published
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13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart Last updated
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How to Find a Financial Adviser for Retirement Planning
Finding the right financial adviser for retirement planning can save you time and money in the long run.
By Adam Shell Published
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How to Retire at 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Last updated
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16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt Last updated
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The Real Cost of Funding Adult Children: Postponing Retirement
Report shows that nearly one-third of American parents support their adult children financially.
By Kathryn Pomroy Last updated