Latest
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This Trust Can Protect Your Assets From Long-Term Care Costs
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.
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Four Steps to Secure Your Retirement Income
Instead of relying on selling stock to fund your retirement, consider these actions to safeguard your retirement income.
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Workplace Benefits Can Lighten the Load for Working Parents
From wellness programs, help with saving for retirement, college and emergencies and possibly even financial advice, your workplace benefits are there for you.
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How AI Can Help a Lawyer Work Faster and Less Expensively
Artificial intelligence can quickly find a needle in a haystack of thousands of documents. It also remembers everything it’s read about the law.
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Perpetual-Life Non-Traded REITs: Four Things Investors Should Know
Companies with good track records oversee the largest perpetual-life non-traded REITs, but there are some structural concerns about the funds to be aware of.
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Lost Your Way Financially? How to Get Back on Track
Making even small adjustments to spending and saving habits can make a big difference when it comes to meeting your financial goals.
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Before Doing a Roth Conversion, Evaluate These Three Thresholds
To avoid getting flattened by higher taxes or Medicare premiums related to Roth conversions, make sure you look both ways on your tax rates.
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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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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.
