Your Clients About Inherit: Be Ready for the Conversation
As inheritance-driven real estate transfers rise, lenders face a new set of conversations with borrowers. A fresh sur...
Virtual Networking For Financial Planners
Learn how to effectively engage in virtual networking for financial planners to expand your reach and connect with industry experts.
16,067 articles
Average 70-Year-Old $250,000 Triggers First RMD Tax Hit
As the first required minimum distributions loom for retirees with a $250,000 balance, many face a meaningful tax bil...
I’m Retiring with $300,000: Will It Last 25 Years?
A $300,000 retirement stash can fund about $12,000 per year at a 4% withdrawal pace, but longevity risk and medical c...
Samara Launches First Single-Family Homes in California
Samara unveils Locale by Samara, its first single-family model in California, aiming to ease housing shortages by bui...
Suze Orman Wrong About Long-Term Care for $2M Retirees
With $2 million in retirement assets, some retirees may find LTC insurance less essential than once thought, as costs...
Analyst: We’re Most Dangerous Time for Passive Investors
A veteran analyst warns that today may be one of the most dangerous eras for passive investing. With stocks near all-...
Fault Lines Surface as CEQA Exemption Accelerates Housing
California’s CEQA exemption is speeding residential projects, yet fault lines surface as opponents deploy new delay t...
Boomers Embrace $100,000 Blue-Chip Value Portfolio Today
A fresh passively managed strategy centers on established dividend payers to deliver roughly $6,500 a year from a $10...
What Retirement Calculators Get Wrong About Pensions
Retirement calculators often misvalue pensions, skewing withdrawal plans. A real-world look at how to adjust strategy...
Warsh Signals New Path for Bond Ladders in Turbulent Markets
Five-year losses on laddered bonds have stretched retirees' portfolios. If Kevin Warsh takes the helm, his policy cho...
A $720,000 Income Portfolio That Pays Like a Practice
Investors target a $720,000 annual income from a diversified portfolio that mimics a light consulting practice, weigh...
Roth Conversions for a 62-Year-Old Couple: Savings
A 62-year-old couple with $2.3 million in a 401(k) faces a tax-efficient choice: Roth conversions. This report breaks...
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