Retirement Planning

Achieve financial independence through retirement planning and senior wealth planning strategies.

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PPVA: Back to the Future

Dec 09, 2019

Is it time to take a fresh look at these maligned vehicles?

Sixteen Year-End Financial Planning Tips

Dec 06, 2019

Deadlines are rapidly approaching.

Ten States with the Best Elder Care Protections

Dec 05, 2019

As your clients get older, it would behoove you to know the areas with the best elder-abuse protections.

Ten States with the Best Elder Care Protections

Dec 05, 2019

As your clients get older, it would behoove you to know the areas with the best elder-abuse protections.

Illustrating the Wealth Gap Between Boomers and Millennials

Dec 04, 2019

Economist Gray Kimbrough found that baby boomers collectively owned 21% of the nation's wealth in 1990, when the median boomer was 35 years old.

How RIA Owners Can Mentally Prepare For Their Retirement

Nov 26, 2019

Seven steps to help ease the transition.

Treasury Proposes Changes to Required Minimum Distributions of IRAs

Nov 25, 2019

New RMDs will take into account mortality tables reflecting longer life expectancies.

Tracking Financial Wellness Trends

Nov 25, 2019

What does that term even mean?

Senators Seek Path to Ban Federal Retiree Investments in China

Nov 22, 2019

Last week, an outside consultant recommended that the Federal Thrift Retirement Investment Board transition its retirement fund to a different emerging market index.