Financial Planning Book: ‘Confident Financial Planning’
Studies consistently show that Americans are not prepared financially. One of the biggest contributors to this dilemma is the lack of a true financial plan.
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How Do Pensions Work?—Your Ultimate Guide
Before the 1970s, pensions were the standard retirement benefit offered by employers. But today’s mobile workforce—as well as the high cost of pension plans to
How to Prepare for Retirement
Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax. Start relaxing about
Should You Have a ‘Golden Girls’ Retirement?
We just celebrated what would have been the 100th birthday of Betty White, an entertainment icon who managed to steal the hearts of multiple generations
How Do RMDs Work?
RMDs are a way to force you to pay taxes on pre-tax money after you reach age 72, and are critical to understand for a
Tax-Efficient Retirement Withdrawal Strategies
Five principles for tax-efficient withdrawals, three withdrawal strategies, and four factors to help you choose the best strategy. Get a personalized financial plan by scheduling a