Reframing the Social Security Claiming Decision for Married Couples
For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as l... Read more
Minimize Regret Over Maximizing Returns
By Doug Buchan
“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more
Is COVID-19 Creating An Education Planning Crisis?
By Tim Maurer
Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full o... Read more
What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
By Stan Purvis
We all know that legal documents, at least for those of us who aren’t attorneys, can be complex and often overwhelming to digest. Your estate planning documents, for example, likely contain dozen... Read more
Money and Happiness
“Wealth is not his that has it, but his that enjoys it.” – Benjamin Franklin Contrary to the popular saying, money can buy happiness, but only if you spend it in the right way. Behavioral economi... Read more
The Key To Saving More For Retirement: Using Your Imagination
By Tim Maurer
The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s pr... Read more
Charitable Giving Opportunities Under the 2020 CARES Act
By Elliot Dole
The government’s massive COVID-19 and economic relief package – the CARES Act, which was signed into law in March – contained some significant measures to encourage immediate charitable giving to... Read more
6 Steps to Help Protect a Loved One from Financial Elder Abuse
Financial elder abuse – defined by the National Committee for the Prevention of Financial Elder Abuse as the illegal or improper use of an elder person’s funds, property or resources – can take n... Read more
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