Recent Articles By The Author
Getting Close? Here's Your Retirement Checklist
Adviser Mitch Fryling lists and explains the planning checklist that will help you have a better retirement.
Are You Losing Sleep As Retirement Looms?
Adviser Mark Bordelove says neither retirement savers nor their financial advisers should worry. The should work on a plan together.
Avoiding the Risks That Come With Long-Term Care Costs
There are ways to avoid the risks that come with long-term care costs, with one of the most tax-efficient being the use of a traditional IRA.
Tax Issues and Distributions From Qualified Accounts
Adviser Brad Pistole says the rules for taking distributions from qualified accounts are confusing. Beware the magic number 59½.
Fixed Annuities Are an Underutilized Tool
Adviser Ken Waltzer says negative bias combined with poor analytical skills means that annuities are often a difficult sell, even when they might be useful.
Get Your Financial and Estate Planning on Track
Adviser Joseph Piangozza details the process for establishing an effective financial and estate plan, including what to do and what to watch out for.
Before You Plan Your Income, Plan Your Expenses
Adviser Jim Werner explains expense planning and outlines strategies to plan for income gaps.
Should You Keep the Family Home in Retirement?
Adviser Michelle Buonincontri goes over the pros and cons of selling the family home at retirement.
The Challenge of Creating Retirement Income in a Low-Rate Environment
Financial adviser Jeanne Fisher describes how she and her colleagues create retirement income plans in a low-interest-rate environment and this historically long bull market.
Avoid Mistakes and Red Tape When Splitting Assets in Divorce
Financial adviser Dan Vredeveld outlines how to avoid mistakes when managing retirement accounts in a divorce.