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4 Ways To Improve Your Estate Plan

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4 Ways To Improve Your Estate Plan

Most people want to plan for a good life and a good retirement, so why not plan for a good end of life, too? Let’s look at four ways you can refine your estate plan, protect your assets and create a level of control and certainty for your loved ones.

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Breaking Down The Basics Of HSAs

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Breaking Down The Basics Of HSAs

Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.

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Busting Three Half-Truths About Reverse Mortgages

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Busting Three Half-Truths About Reverse Mortgages

A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.

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How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

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How to Get Investors to Save More for Retirement? Perhaps by Saying Hello to Their Future Self

The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.

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Breaking Down The Complex World Of Social Security Spousal Benefits

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Breaking Down The Complex World Of Social Security Spousal Benefits

Social Security is part of the bedrock of retirement security in the United States. For one-third of all retirees, Social Security represents nearly all of their retirement income. For two-thirds of retirees, Social Security makes up more than half of their retirement income. Overall, Social Security represents nearly one-third of all retirement income for retirees.

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Wall Street Managers have cost Americans more than $600 Billion over the Past Decade

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Wall Street Managers have cost Americans more than $600 Billion over the Past Decade

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found.

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