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.

how-to-include-your-digital-assets-in-your-estate-plan
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Estate planning laws and practices are catching up with the reality of today’s digital world. It is a...

how-to-evaluate-inflation-adjusted-annuities-for-your-retirement-plan
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A lifetime stream of guaranteed income is a goal for many people. Even better is to have that...

7-retirement-questions-to-answer-if-youre-50-or-older
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Successful retirement has a blueprint. Whether you are already retired, or retirement is years away, you can follow this...

how-to-handle-investments-that-have-tax-advantages
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Last week, I explained why assets without tax advantages should generally be held in tax-deferred or tax-free accounts....

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How much time do you spend on asset location? (Notice, that’s asset location… NOT asset allocation.) If you’re like most investors,...

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The cost of long-term care is one of the major retirement financial worries. Survey after survey confirms that....

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There’s a major retirement expense that’s overlooked or downplayed in most retirement planning. It is one of the...

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Here are four of the most important estate planning action steps that will help you plan for a...

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Most people, especially those with at least modest wealth, have engaged in some estate planning. Yet few people...

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Last week, I delved into my list of questions from retirees, or those nearing retirement, in order to...