One way is determining your risk tolerance.
Learn why we use time-weighted return as a reporting metric and see how it gives you an accurate picture of portfolio changes over time.
The cost of medical expenses is rising and thus users across the board (not just 30% of them) could see their premiums rise by some amount.
Depending on your income and household size, you may qualify for federal tax credits, a combination of credits and subsidies, or Medicaid.
The Three Things That Matter Most in Our Retirement Investment Strategy: Allocation, Allocation, Allocation
The myth that security selection and market timing are keys to investment success may drive many to make poor investment decisions.
Do You Have an Accurate Vision of Retirement? If You Don’t Know Where You Are Going, It’s Going to Be Hard to Get There.
Retirement is not a date on a calendar; it is a journey that begins before our working career ends.
There is a way to get a partial deduction for money that will eventually go to your children. A charitable lead annuity trust gifts money to a charity first, and then passes assets to your beneficiaries.
Even if the probability of success for a 4% withdraw rate is less than some thought, it’s still strong when your portfolio is monitored actively.
A better overall strategy is to invest for total return.
Income earned by one spouse can be used to fund retirement accounts for both spouses.
Thinking of buying a vacation home? Here are some factors to consider before you make your decision.
Don’t overlook these benefits.
And what should you do if you have forgotten to file Form 8606?
Are you ready for retirement?
Retirees who own their employer’s stock in their 401(k) plan have the potential for huge tax savings using an often-overlooked tax strategy known as net unrealized appreciation (NUA). How does…
Some individuals have excellent records and can project what they will need. Many cannot. Here are two methods for gauging what your spending needs might be in retirement.
The major components to life expectancy are genetics and lifestyle.
An investment option you may not have considered.
The “I” phase of an A·G·I·L·E retirement is considered a crucial time to fine-tune your transition into financial independence.
Building a tax efficient New Three-Legged Stool successfully takes preparation.