Here’s how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes ...
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For years, Jim Sexton has led financial-education classes at a local library. He’s often struck by gaps in attendees’ knowledge of retirement planning. “Very few people understand what ...
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Comments Off on Think you know the basics of retirement planning? Think again. ‘There’s a lot of ignorance out there.’
Many people, such as President Donald Trump and many members of Congress, are excited about what they refer to as the “Big Beautiful Bill.” Others are not happy at all. ...
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“You need a clear bucket plan to avoid sequence of returns risk and minimize your tax bill. Here’s what I mean: when markets fall during the first few ...
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Comments Off on ‘The most overlooked threat to retirement success.’ Here’s what 12 financial pros say is their No. 1 piece of retirement advice
For retirees, dependable income that doesn’t drain their portfolios sounds like a dream come true, especially during market volatility. But unless clients have a pension, and fewer and ...
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Understanding Long-Term Care Options and Costs for Seniors As Americans live longer, the need for long-term care (LTC) continues to rise. Research tells us that 70% of seniors ...
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We all know the current headlines about the stock market, but did you know there are ways to exercise caution with how much you’re invested in the stock ...
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A recent report on retirement savings says a comfortable retirement will take the average American $1.3 million in savings to achieve – nearly $200,000 less than the previous ...
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Are you rich? The average net worth by age can help you benchmark your financial success against your peers and aid in retirement planning. But when most people hear ...
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After the stock market plunged Thursday and Friday following President Trump’s newest announced tariffs, many Americans are seeing their retirement savings, particularly in 401(k) plans, take a hit. ...
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Comments Off on Finance Here’s what to do with your 401(k) – and what not to – as stock market plunges after Trump tariffs
