Given multiple changes to federal estate tax laws over the past decade, many high-net worth individuals are suffering from estate planning fatigue. Despite the uncertain tax environment, however, estate planning still matters. Here’s why.
Balancing the desire to live for today against minimizing the risk of outliving one’s money is the primary challenge of successful retirement planning.
Identity theft remains among the top scams consumers report to the Federal Trade Commission. Here are six options to enhance the security of your personal information.
It’s often thought the vacation home, unlimited free time or travel in retirement will satisfy our heart’s desire. The momentary satisfaction we feel, however, often doesn’t translate into lasting happiness. We get used to the good life, and that happiness is too often short lived.
Journalist Liz Weston details three key decisions about retirement benefits which can help couples make their money last, or dramatically increase the chances the survivor will end up broke.
One-fifth of our country’s population is on the doorstep of retirement. These folks face a particular psychological challenge: confronting the reality they’ll soon be done adding to their nest egg and will have to live off it for 30 years or more. In this Portland Business Journal article, Vista’s Dougal Williams provides four tips to help make retirement a happy and prosperous one.