Latest
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Three Ways to Pay Less Taxes to Uncle Sam
Retirees especially could benefit from these tax-efficient strategies that focus on what you leave your heirs and what kind of accounts your money is in.
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Early Retirement Withdrawal Strategies for the Long Haul
Your early retirement withdrawal plan can make or break your FIRE strategy. Think beyond financial independence to how you will maintain a stable portfolio.
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Three Ways You Can Create a Healthy Relationship With Money
Understanding the why of your decisions, balancing needs vs wishes and looking at money as a resource rather than something to be accumulated can reshape your money beliefs.
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How To Convert a Traditional IRA to a Roth After 60
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have taxing consequences.
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
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How to Give to Charity and Also Generate Retirement Income
Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income.
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Four Myths That Hold Women Back From Financial Success
The financial challenges women face (the gender pay gap, for example) can be compounded by misconceptions. Here’s what to watch for and how to compensate.
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8 Great Places for Snowbirds to Land
These affordable warm-weather cities for snowbirds offer plenty of housing options, abundant activities for retirees and access to good health care.
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Three Ways to Supersize Your Retirement Savings
Don’t underestimate the power of taking advantage of your company’s 401(k) match, catch-up contributions and more.
