What Is a Trust in Estate Planning? | Trust & Will
Financial PlanningWhen someone hears the word “Trust,” there are usually certain images that come to mind. Things like “wealthy trust fund […]
Good News About RMDs in 2023 | Morningstar
Financial Planning, RetirementNot so long ago, the age for required minimum distributions was 70.5. It moved out to 72, and now 73
Congress Adds New Option To Move Assets From IRA Tax-Free | Seeking Alpha
Financial Planning, RetirementNew option called Legacy IRA QCD allows for up to $50,000 in charitable donations in one tax year. This option
The Algebra of Wealth | No Mercy / No Malice
Behavioral Finance, Financial Planning, MarketsThe news of the (second) impeachment seems strangely pedestrian after the blowtorch intensity of Reddit vs. The Hedge Funds. The
Personal Finance: Should I Leave My Kids an Inheritance? – Bloomberg
Financial Planning, Lifestyle, RetirementBold retirees sport the bumper sticker “I am spending my children’s inheritance.” The sentiment might seem selfish, but it’s good financial
1 Big Reason You May Regret Claiming Social Security at 62 | Personal Finance | mooresvilletribune.com
Financial Planning, Retirement, Social SecurityAs you’re preparing for retirement, one important decision you’ll need to make is what age you’ll begin claiming Social Security
4 tips to navigate a 30-year retirement | Fox Business
Financial Planning, RetirementAmericans are living longer, which is a great thing, especially if you have the money to afford a nice, long
Thinking of Changing Your Portfolio Because of the Election? Think Again.
Financial Planning, MarketsAre you tempted to change your investment strategy because of the 2020 Presidential Election? You’re not alone. In a recent
6 Unexpected Sources of Retirement Income | Business | kenoshanews.com
Financial Planning, Lifestyle, Retirement, Social SecurityRetirement should be your time to relax and enjoy life, without alarm clocks and meetings. Unfortunately, saying goodbye to your
4 Habits You Can Learn From Super Savers to Supersize Your Retirement Investments | Personal-finance | fredericksburg.com
Financial Planning, Lifestyle, RetirementMost U.S. workers don’t contribute 90% or more of the maximum annual 401(k) contribution limit, nor do most invest at
7 Surprisingly Valuable Assets for a Happy Retirement | Kiplinger
Financial Planning, Lifestyle, RetirementRetirement planning is all about numbers. It centers around one question: Do my financial assets — pension, 401(k)s/IRAs, Social Security,
I have a seven-figure nest egg — am I saving too much for retirement? – MarketWatch
Financial Planning, Lifestyle, RetirementI recently had a conversation with a colleague about retirement and was told I’m saving too much! My wife and
The 3 Secrets Of The Happiest Retirees (And How You Can Plan For Them)
Financial Planning, Health & Fitness, Lifestyle, RetirementNo matter where they live, what they did with their lives, or how much money they have, there are three
Is 55 Too Early To Retire? What You Need To Retire Early
Financial Planning, Lifestyle, RetirementHaving the option to take an early retirement is a really nice thing to have. But is 55 too early
3 Reasons to Delay Social Security Benefits | Personal Finance | mooresvilletribune.com
Financial Planning, Retirement, Social SecuritySocial Security benefits become available at age 62, and that’s the most popular age to claim them. But just because
5 Key Retirement-Planning Steps Everyone Should Take
Financial PlanningRetirement planning is a multistep process that evolves over time. To have a comfortable, secure—and fun—retirement, you need to build
Sweeping changes considered for retirement plan rules | The Kansas City Star
Financial Planning, RetirementOn May 23, the House passed a bill that could drastically change the rules of retirement.It is referred to as
The First Issue In Retirement Planning
Financial Planning, Lifestyle, RetirementTwo questions I hear a lot from people who aren’t retired are: “When can I retire?” and “How much money
Retirement planning: How to fund your lifestyle when you retire. | WWLP
Financial PlanningWe hear a lot about the importance of planning for retirement, and there is much to consider. The idea is
Want to enjoy a longer, happier life? Just keep on working | Science | The Guardian
Financial Planning, Lifestyle, RetirementSarah Harper has a personal take on early retirement. “My father stopped work at 54,” says Professor Harper, founder of