(Image credit: Getty Images)When I ask people what worries them most about retirement, the answer is almost always the same: They fear a market crash. Years of…
(Image credit: Getty Images)If you’re retiring in the next 12 months, you have a lot to be concerned about — volatile markets, dropping interest rates and a…
(Image credit: Getty Images)Over the course of my career, I’ve sat across the table from many women at pivotal moments in their lives.Rarely do they come in…
(Image credit: Getty Images)For much of the past decade, tax planning has felt like planning in a windstorm. Advisers and families alike navigated gusts of shifting exemption…
(Image credit: Getty Images)If you are thinking about selling your home this year, timing could make a bigger difference than you expect.New housing market data points to…
(Image credit: Getty Images)As mortgage rates ease from their recent highs, Home Equity Lines of Credit (HELOCs) are regaining traction among homeowners looking for flexible ways to…
(Image credit: Getty Images)Ask a career professional in their 40s, 50s, and 60s where they’d like to land in retirement, and chances are it would be a…
Filing your taxes as early as possible has always been a good idea. It’s the most effective way to thwart crooks from submitting a fraudulent return in…