According to the American Institute of CPAs (AICPA), the top concern of retirees is running out of money. While it’s a known fact that many of us don’t begin to
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
More Americans are retiring earlier than you might think.
Planning for retirement is without a doubt a long-term project that takes years of saving and
Money can be a point of contention for many couples. Between big expenses like taking vacations, buying a house, getting married or having children
Appointing a power of attorney (POA) carries a lot of responsibility. It’s important to understand what those powers cover since they vary based on the type of
An estate takes lifetimes to build but can be lost in the blink of an eye. Most of us don’t imagine the assets that took decades to accumulate being drained in
When we think of emergency preparedness, flashlights, bottled water, and first aid kits immediately come to mind. While having a physical emergency supply kit
For many Americans, the art of saving is something that they have yet to master. This may be especially true for those who have just entered the workforce or
It’s never too early to start planning for retirement, especially when it comes to tax planning in the “distribution phase” of your life. As your portfolio