Retirement
Business Development For Financial Advisors: From Necessary Evil To Integrated Strategy
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship with the notion of…
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Will 2024 Be The Year Of The Pension Comeback?
Defined benefit (DB) pensions are having a moment. Following IBM’s IBM recent announcement that the company will resume offering a…
3 Exciting Havens Where You Can Retire In Style From $1,200 A Month
For most people thinking about retirement, either at home or overseas, budget is a key factor. In my more than…
Retirement Planning Is More Than Financial Planning
The retirement planning industry is going through a quiet revolution that could be easy for you to miss. After all,…
Warn Aging Parents Now About Fake Package Shipping Scams
It’s that time of year when online shopping increases as families buy their holiday gifts online. Shipping of items ordered…
3 Exotic Havens Where You Can Retire In Style From $1,200 A Month
For most people thinking about retirement, either at home or overseas, budget is a key factor. In my more than…
Creative Strategies To Retire At Age 50
Many workers reach middle age feeling burned out by the daily grind, and they fantasize about chucking it all and…
The New 2024 Health Savings Accounts (HSA) Limits Explained
A Health Savings Account, often called an HSA, allows you to pay for some medical expenses with tax-free money. As…
The Case Of The Evil Yoga Teacher For An Aging Parent
This is a real case and the facts are as reported to us by the wife of an elder and…
Social Security – Beware The Annual Earnings Limitation
The earliest most people can apply for Social Security benefits is 62. You can apply for survivor benefits at age…
How To Beat High Interest Rates By Borrowing From The Bank Of Grandma
With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay…
It Is A Good Time To Address America’s Retirement Challenge
Recent articles have noted the excellent economic statistics we are seeing today, many of which are the best in a…
What Is Estate Planning? A Guide And FAQ For Investors
Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable…
401(k) Match Game: Company Money Helps You Leverage Retirement Savings
If you think of your 401(k) plan in the context of how to leverage your retirement savings, think about 401(k)…
What Qualifies As An HSA Eligible Expense?
I was recently shopping for a sauna and was surprised to see a note from several sellers saying that “your…
2023 Year-End Financial Checklist
At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as…
Should You Tell Your Beneficiaries What They Will Inherit? 10 Estate Planning Tips
A North Dakota woman recently was charged with killing her boyfriend to get his inheritance. The man was expected to…
5 Best Blue-Chip Stocks For 2024
Blue chip stocks have long been popular for investors of all wealth and ages. This article will explain blue-chip stocks…
To Build Retirement Savings, Leverage The Power Of Your 401(k) Plan
If you work for a company that offers you a way to leverage your retirement savings, it pays to learn…