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4 Reasons Families Fail When Transferring Wealth
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Several things can go wrong when a family tries to pass its wealth down to the next generation. To keep your own wealth transfer on track, keep these four common pitfalls in mind.
12 Questions Retirees Often Get Wrong About Taxes in Retirement
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You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
Retires, It’s Not Too Late to Buy Life Insurance
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Improvements in underwriting have made it easier to qualify for life insurance, which can be a useful estate-planning tool.
Fill Your Retirement Income Gaps – and Then Some
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When drawing up your retirement income plan, you need to be prepared to cover these three different income gaps. If you don’t, you’d better be ready to cut back on your lifestyle or your legacy plan.
6 Fixes For People Behind on Retirement Savings
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Here’s how to strengthen your nest egg before or during your golden years by fixing common mistakes.
Retiring in the Next 5 Years? Make These Five Decisions Now
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These five moves could mean hundreds of thousands of dollars in extra income over the course of your retirement.
The Top 5 Reasons Seniors Stay Frugal in Retirement
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Many folks do not abandon their penny-pinching ways after they stop working.
33 States with No Estate Taxes or Inheritance Taxes
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Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
22 Smart Financial Money Moves to Make in Your 50s
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Make these smart financial moves in your 50s and you’ll find better footing in every area of your life, not just your finances.
Guiding Your Company with Business Continuity Planning
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As they say, if you fail to plan, you’re planning to fail. And you don’t want your business to fail, so get planning! Here are some concepts to keep in mind as you get started.
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