Retirement

By Hanna Horvath, Next Avenue The end of the year is a great time to look back on what you’ve accomplished and set goals for the year to come. One area you should not overlook is your finances. In fact, reviewing your finances now and acting before the end of the year can empower you

Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong driver, like a pending change in taxes (there is with the exemption dropping in 2026) or asset protection need (can you ever know when someone might sue?) people tend to put

It’s not uncommon for CMOs to start thinking about retiring in their early 50’s. I have several acquaintances who have chosen to take the early retirement path (before age 65) and pursue new and different non-career related opportunities. I find it fascinating how CMOs are tackling these life changes (see here for one example). When

Beneficiaries of trusts sometimes need to realize how much control they actually have over a trust. That is because they are unaware of a power sometimes found in trusts that gives the beneficiary the ability to remove and replace a trustee. Trustees are the legal owners of the trust. As such, they control the management

If you’re already retired, you may think you’re finished with your retirement planning. Most likely, you’ve already made several critical decisions, such as when to retire, when to start Social Security benefits, how to deploy your retirement savings to generate cashflow to pay for your living expenses, and what your elections will be regarding health