By Laurel Buchanan, CFP® Divorce is a difficult and emotionally draining process—no matter how long or short the marriage was. On top of that, it can be hard to navigate the legal and financial aspects
By Adam Brooks, CFP® “The reward for work well done is the opportunity to do more.” — Jonas Salk Not everyone gets recognized for their hard work. But if you’re working for the right reasons,
Estimating your future Social Security benefits used to be a difficult task, but not any longer. For an estimate of your projected benefits, go to www.ssa.gov/estimator. The retirement estimator gives estimates based on your actual
Most people have good intentions about saving for retirement. But few know when they should start and how much they should save.
Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will each receive what you’d like
Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that. By
The New Year is often a time for reflection, resolutions, and resets. New commitments to our diet and exercise routine, as well as getting or keeping our financial house in order are among the most
If you receive a distribution from a qualified retirement plan such as a 401(k), you need to consider whether to pay taxes now or roll over the account to another tax-deferred plan. A correctly implemented
“Tax deferral” is a method of postponing the payment of income tax on currently earned investment income until the investor withdraws funds from the account. Tax deferral is encouraged by the government to stimulate long-term
In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a matter of fact, the manner in which you hold title to