Latest
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Is Medicare a Good Reason to Wait Until 65 to Retire?
The average retirement age is 62, but many people wait until Medicare starts at 65. Should health care be the key driver of your retirement date?
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Late to Retirement Planning? Four Ways to Help Catch Up
If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track.
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Five Windows of Opportunity for Roth Conversions
When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes.
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Four Social Security Myths Debunked
With so many headlines surrounding Social Security these days, what is fact and what is fiction? For instance, will the program really run out of money?
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Can You List From Memory Everything That's in Your House?
That's what you'd have to do if something happened to destroy it all. It's important to make a record of your belongings so you can be reimbursed by insurance.
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When Should Retirees Consider a Donor-Advised Fund?
Charitable giving in retirement isn't right for everybody. But in certain situations, a tax-efficient donor-advised fund (DAF) may be well worth considering.
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Four Things to Know About Your Collectibles and Homeowners Insurance
If you're crazy about collectibles, and your hoard is growing in value, you may need to consider specialized insurance to protect your investment.
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This Trust Strategy Can Reduce Your Taxes Big-Time
Upstream basis planning can help younger wealthy people pay less taxes on highly appreciated assets if they appoint an aging relative as a trust beneficiary.
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Three Major Estate Plan Mistakes to Avoid
A complete and up-to-date estate plan can help ease your loved ones' worries and make things easier for them after you pass.
