How the SECURE Act Is Overhauling Retirement Planning
Some pretty big retirement planning changes are officially underway, thanks to new legislation that was passed at the end of 2019. The Setting Every Community... more
The Ins and Outs of Retiring Abroad
Your 60s are a unique time. You're on the home stretch of your professional life, your kids are likely grown, and in the back of... more
What to Know When You Own Multiple Homes
Whether it’s going away for the weekends, for a month, or for an entire season, having a second or third home can be a blessing... more
5 Common Mistakes Owners Make When Selling Their Business
You’ve worked hard to build your business to where it is today. Whether you are selling your business to move on to other things, or... more
10 Best Ways For Building Wealth In Today’s Economy
Building the wealth you need to meet life's challenges requires imagination, focus, discipline and time. The process is more complex than ever before because the... more
Why Puerto Rico and Its Pension Obligations Should Worry You
If you think about Puerto Rico, maybe you imagine sun, surf and palm trees. When I think about Puerto Rico, I see an economic mess.... more
Where Will You Live After You Retire?
Planning your retirement involves far more than determining how much income you’ll need. One of the most basic and important decisions is where you want... more
Many Women Face Special Challenges as Retirement Nears
Women often find themselves at a disadvantage when it comes to providing for their retirement years. Data shows women tend to live longer than men... more