Trustees of individual retirement accounts (IRAs) have increasingly seen participants turning to nontraditional or alternative investments in their accounts. These investments include not only real estate but also mortgages and closely held...
Trustees of individual retirement accounts (IRAs) have increasingly seen participants turning to nontraditional or alternative investments in their accounts. These investments include not only real estate but also mortgages and closely held...
About eight months ago, my wife was diagnosed with multiple sclerosis (MS). We immediately started to learn everything we could about the disease, so that we could make informed decisions concerning treatment, lifestyle and other critical issues...
The subject of workplace water-cooler conversations could become increasingly financial in nature. That’s because, when it comes to retirement planning, employees with 401(k)s and other defined contribution plans want more financial planning...
The same behavior that made “small” business owners wealthy—a yen for risk, strong self-confidence—are NOT the same ones that will keep them wealthy in retirement
Medicare may be the last resort, but you still need to know how it works, and get familiar with private insurance options as well as less traditional strategies for payment.
Sure, most financial advisors and wealth managers have heard of retirement income planning by now. And they know they’ve got to provide it if they want to hold onto, or win more, baby boomer clients. But that doesn’t mean they’re...
True story: a decedent's trust had been named beneficiary of an individual retirement account (IRA.) While the trust beneficiaries were busy arguing over who was going to get what piece of the trust, the trustee, who was the decedent's surviving...
You’ve heard it a million times. There are lots of folks who are simply not prepared for retirement. But there’s an added complication for married couples: husbands and wives often have very different outlooks on, and expectations for...
It’s not exactly ground breaking news that Americans have a major retirement and savings problem. But next month, a group of Wall Street executives will meet with leaders in Washington D.C. to discuss a game plan to address those problems&...
