Retirement Planning and Investing

Read about key developments in the United States and elsewhere that are most relevant to investors interested in retirement planning and investing.

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Last week, we began our 8-point estate planning checklist, including how to handle your will, and avoiding probate....

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Tax reform proposals are slowly being developed in Congress, including changes in the estate tax. People are asking,...

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Retirement investing expert Bob Carlson examines the state of the bull market.

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How safe is your IRA? Your assets could be at risk from several directions. There is always the...

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Do you know there’s an option to receive up to six months of benefits in a lump sum...

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Have you heard of “stealth taxes?” I call them that because people often don’t know about the taxes...

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This week, we’re continuing the downsizing theme by taking a deep dive into its financial impact. I’ve learned...

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Home equity and the home are the most neglected and misunderstood factors in retirement planning. Since home equity...

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Last week, we talked about all the key changes regarding digital assets in your estate plan. Today, I’ll...

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Estate planning laws and practices are catching up with the reality of today’s digital world. It is a...