Articles On:financial planning
A Portfolio Checklist for Retirement
If a 2027 retirement date is circled on your calendar, your financial life is about ...
Managing Your Retirement Portfolio
You saved for retirement. Now what? How do you know how much of your retirement ...
Stretch your COLA: The 2026 Cost-of-Living Increase Falls Short
While inflation continues to rise, the 2026 Social Security COLA is insufficient to meet seniors’ ...
Fairness in Estate Planning
When you’re considering how to divide your estate, equal division to all seems equitable, but ...
Avoid Probate in Estate Planning
Wills have long been utilized as a classic estate-planning tool. But it’s not enough to ...
401(k)s: Are Managed Accounts Worth the Cost?
Professionally managed accounts within 401(k)s are having a moment. As of the end of 2024, ...
Reasons to Disinherit Someone And How To Do It
What if you no longer want to include someone in your will? Well, how you ...
Maximizing Retirement: 7 Types of Tax-Free Income in 2025
Wise retirement planning and execution means organizing assets in a way that minimizes tax liabilities. ...
Financial Planning For Caregivers
Caring for someone who’s older and has health challenges is hard. It can be financially ...
Planning For Healthcare Costs As We Age
What should you know about planning for healthcare costs as you age? Jake Klima of ...
