Long-Term Investing Truths: Key lessons for retirement savers.
You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and [...]
The Charitable IRA Transfer
Charitably minded and holding significant assets in an IRA? Consider making a QCD an annual ritual. If you are age 70½ or older and charitably [...]
Helping to Care for Aging Parents
With elder care costs continually on the rise, financial planning has become ever more crucial to the economic well-being of adult children responsible for the care of their elderly [...]
Women: Above All, Retire With a Plan
Are you prepared for a 20-year retirement? How about a 30- or 40-year retirement? Don’t laugh; it could happen.
How Women Can Narrow the Retirement Saving Gap
On top of everything else, there is also the income disparity for women in the United States, where women are earning 37% less per year than men. With all these factors, it’s easy to understand both why women find challenges in retirement saving and why these challenges might seem, at first, insurmountable.