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Health-related tax planning mistake most baby boomers make: Tax Strategy Scan

65% of baby boomers are making a huge financial mistake that could leave them broke Sixty-five percent of baby boomers have not prepared for their medical expenses in ...
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Contributors Featured Lifestyle

The Best Way To Buy, Sell or Rent a Timeshare

If you think cars depreciate quickly, you may be shocked by the resale prices on timeshares. The first mistake people make is thinking their timeshare is an investment. ...
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Featured Retirement

Most Baby Boomers face huge retirement income shortfall. How to compensate

It’s no secret that Americans on a whole are facing a retirement crisis. It’s estimated that nearly half of all households have no money set aside for the ...
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Featured Retirement

Working After Retirement: Here Are 2 Big Reasons Why You Will

LAWRENCE CARREL Some people can’t wait to stop working and spend their days golfing, socializing and playing cards. Working after retirement is the farthest thing from their mind. ...
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Retirement

Millennials And Boomers: Underinformed And Underserved

Summary What do they have in common? They have no concept of how to prepare for retirement. They are either getting bad advice or no advice.  Where are ...
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Advisors

Advisors Embracing Technology, Yet Integrating Systems, Workflow Among the Challenges

  The explosion of fintech solutions and support tools for financial advisors in recent years, along with clients’ hunger for an online, tech-integrated experience, are contributing to a ...
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Retirement

10 Ways to Borrow When Retired

Many retirees think they can’t take out a loan because they no longer receive a salary. In fact, while it can be harder to qualify to borrow in ...
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Featured Retirement

How Women Are Pioneering The Future Of Retirement

Women are the lifestyle leaders inventing the future of retirement. For a variety of reasons, women are generally better at aging than men. They are more dynamic, take on more ...
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Featured Income Retirement

Here’s a straightforward retirement income strategy for workers with no pension

Older middle-income workers face daunting decisions that will significantly impact their retirement security: • When can I afford to retire? • Is it a good idea to work ...
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Featured Retirement

Re-thinking Retirement

The conventional concept of retirement has long been a transition to an “end of life” period. As an example, when Social Security was created in 1935, the official ...
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