Wealth-management
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Even if NFT Demand Returns, It’s Best to Collect What You Love
People’s genuine interest in a collectible is always a better indicator of what’s worth the price tag and what isn’t.
By Thomas Ruggie, ChFC®, CFP® Published
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Should You Invest in CDs? What to Consider
Before putting your money in a certificate of deposit (CD), you should know why banks issue them, how they are used and how they are priced.
By Brian Skrobonja, Chartered Financial Consultant (ChFC®) Published
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How Retirees Can Minimize the Net Investment Income Tax
One strategy is to consider your filing status, which can affect the net investment income tax (NIIT) that successful retirees pay on certain investment income.
By Derek A. Miser, Investment Adviser Published
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Can Money Buy You Happiness? Yes, It Can. However…
Having a higher income doesn't mean you also have enough of the other things that make you feel truly happy and wealthy (relationships, hobbies, time).
By Richard P. Himmer, PhD Published
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Roth Conversions: Convert Everything at Once or as You Go?
Two hypothetical examples of Roth conversions made at different times (all at once vs as you age) show a stark difference in what could be left for your beneficiaries.
By Mike Decker, NSSA® Published
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Four Unseen Icebergs That Could Sink Your Retirement Plan
Don’t be like the captain of the ‘Titanic’ and ignore warnings to be prepared for risks that lie ahead when planning for your retirement.
By Daniel Sullivan Published
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Want to Retire Abroad? Five Things to Know About Your Money
To prevent your retirement dream from becoming a nightmare, you should carefully consider the logistical and financial hurdles of retiring outside the U.S.
By Pam Krueger Published
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For Longevity Protection, Consider a QLAC
A qualifying longevity annuity contract, or QLAC, can help you define a better retirement for yourself by providing guaranteed lifetime income.
By Jerry Golden, Investment Adviser Representative Published
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Digital Estate Planning Guide: Get Your Digital Assets in Order
A digital estate plan lets your loved ones know what should happen to your email and social media accounts, photos and more after you’re gone.
By Justin Stivers, Esq. Published