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'Gray Divorces' Can Upend Your Retirement Plans
Ending a marriage later in life with a gray divorce creates financial challenges for those involved.
By Alina Tugend • Published
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Tax Changes and Key Amounts for the 2023 Tax Year
Knowing the tax changes that apply for the 2023 tax year will give you a step up in planning and can impact your bottom line.
By Joy Taylor • Last updated
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Why Older Adults' Best Investment Might Just Be A Puppy
Owning a pet can help people age better and keep their minds sharp.
By Yvette C. Hammett • Published
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Annuities Are the Swiss Army Knife of Personal Finance
Different types of annuities reduce risk by building tax-advantaged savings or guaranteeing retirement income.
By Ken Nuss • Published
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Three Ways Women Can Prepare for Longevity in Retirement
Living longer often leads to more financial challenges, but proper planning can help women enjoy a long, successful retirement.
By Bradley Rosen • Published
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Volatility Doesn’t Have to Spell Retirement Planning Trouble
Inflation, rising rates and market gyrations can actually make this a good time to clarify your vision for the future and ensure your portfolio matches those goals and protects against risk.
By Chris Blunt • Published
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Eight Types of Trusts for Owners of High-Net-Worth Estates
Trusts can help high-net-worth people protect assets, minimize taxes for beneficiaries and ensure their money goes where they want it to.
By Jeffrey M. Verdon, Esq. • Published
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Four Steps to Help You Have a Comfortable Retirement
Planning for retirement can be daunting, but the plan is what makes it more likely you’ll get to spend retirement relaxing and doing the things you love.
By Tony Drake, CFP®, Investment Advisor Representative • Published
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Prepare for 2026 Estate Planning With SPATs, SLATs and DAPTs
The estate tax exemption is set to drop significantly in 2026, but these alternative tongue-twisting tax-savvy trusts could help.
By John M. Goralka • Published