Latest
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
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Should You or the Trust Pay a Trust's Income Taxes?
Irrevocable trusts can be set up so that the trust maker no longer pays income taxes, and the taxes are instead paid by the trust. What are the pros and cons?
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How to Score a Hole in One With Your Retirement Planning
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from there.
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Things Change: Is It Time to Update Your Retirement Plan?
Here’s how to go about updating your retirement plan, including adding important elements, to ensure it meets all of your retirement objectives.
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Revocable vs. Irrevocable Trusts: What You May Not Know
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs.
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How to Donate Your Life Insurance Policy to Charity
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden.
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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.
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Are You a DIY Retirement Planner? Four Things You Need to Know
While saving is a huge part of retirement planning, tax efficiency and estate planning can be just as important, especially once you actually retire.
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Estate Planning in Six Manageable Steps
Getting started on your estate plan can be daunting. Breaking the process down into these six smaller tasks can help you avoid getting overwhelmed.
