Discipline and patience is critical for a successful investing experience, and it’s far more important than creating the “perfect portfolio.”

A surprising result of the pandemic is a jump in boat sales. Adviser Brad Wright reviews the pros and cons of boat-ownership for these COVID-Captains.

What are some considerations when saving for your children’s or grandchildren’s future?Like most financial considerations, the first question to ask yourself is “what is the goal?”.

The tax implications are different depending on which asset is being passed to your heirs or your favorite charities. Attorney and CPA Jim Lange explains how to maximize your gifts within your estate plan.

Adviser Chris Chen outlines a plan for evaluating long-term care options.

In the Retirement Daily Learning Center webinar, Matt Curfman of Richmond Brothers, Don Graves, author of The Retiree's Guide to Housing Wealth, and Ed Slott, author of The New Retirement Savings Time Bomb, discuss how reverse mortgages can be used for long-term care costs, as a bridging strategy, for risk and tax management, and mortgage management.

In chapter 6 of Inheriting Your Spouse's IRA, author Bill Harris explains RMDs and how to calculate them.

A reader is confused about when and if he can contribute his RMD to his Roth IRA.

Adviser Robert Klein outlines how savvy business owners planning to sell their business can reduce or eliminate income tax liability from capital gains by using a long-standing IRS-blessed strategy called a charitable remainder trust, or CRT.

Your asset location strategy should strive to optimally balance your after-tax expected return with your after-tax expected risk. Adviser Patrick Kuster explains why following the usual rule-of-thumb may not be the best strategy.

A reader wonders if the government is "double dipping" by taxing her Social Security benefits.

For anyone with dependents who are approaching college age, now is definitely a good time to consider a crash course on Parent Plus Loans.

Despite a global pandemic that created uncertainty in the employment and financial markets, the 2021 Retirement Confidence Survey (RCS) found 8 in 10 retirees are confident in their ability to live comfortably throughout retirement, similar to the 76 percent of retirees who were confident when the survey was last fielded in March 2020.

Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, discusses in this Retirement Daily video whether a reader has to start taking RMDs from an inherited IRA right away.

With a little extra work, you can potentially save a lot of money when it comes to your future trips. Adviser Haley Tolitsky shares her top tips for financially sound travel planning.

CJ Miller of Sensible Money describes the three pillars to begin building wealth: Learning money management basics; maximizing your human capital; and taking calculated risks.