For Retirement, Income Matters as Much as Savings
Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between...
The Importance of Equitable Estate Planning
Suzanne is widowed and has four adult children. Her investment portfolio is worth $1 million, and she owns a bed-and-breakfast...
Should We Reconsider What “Retirement” Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a...
The Republican Tax Reform Plan
Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan...
Are Too Many Baby Boomers Too Indebted?
Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business...
An Estate Plan or a Wealth Transfer Strategy?
There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary...
Are You Really Saving Enough for Retirement?
Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may...
Before You Claim Social Security…
Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by...
Getting (Mentally) Ready to Retire
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom...
Saving More Money, Now & Later
Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings...