Recent Articles By The Author
Pros and Cons of Closed-End Funds
Adviser Mark Bordelove examines tax impacts, liquidity and access to specialized asset classes for closed-end funds.
Life Insurance Could Be the Asset You Didn't Know You Had
Consider the financial benefits of selling your life insurance policy.
New Investments and Products for Retirement (Oct. 9 2018)
The following are new investments that those saving for or living in retirement might consider for their portfolios. This week, adviser Dan Weiskopf asks, why not give back rather than searching for free beta?
How Home-Buying Decisions Affect Your Retirement
Financial adviser Doug Gross runs the numbers surrounding our decisions to upsize, downsize, or buy our retirement dream home.
Five Key Areas of a Complete Financial Plan
Adviser Jim Werner outlines the essential ingredients to a comprehensive financial plan and how to work with a team of professionals to make sure your plan is right for you.
Boomerang Kids, Your Financial Future and Retirement
When young adults "boomerang" back to their parents' home, it is often unplanned and can create financial, emotional, and relationship strain.
Financial Planning for the Lifespan of a Business
Business owners shouldn't neglect their own retirement planning, and they need to plan for the future of their business.
Benefits of a Cash Balance Plan for Retirement Savers
Adviser Mike Weintraub explains the advantages of cash balance plans combined with a 401(k) plan.
Location, Location, Location -- For Your Tax-Advantaged Savings
Adviser Keith Whitcomb explains why and how you should plan ahead to avoid taxes on your retirement savings.
How Caregiving Can Impact Retirement Plans
Adviser Sandra Adams talks about the impact of caregiving on retirees and pre-retirees, and outlines coping and preparation strategies.