Saving for retirement and other big expenses doesn’t mean you’ll never be able to buy another stick of gum or have to drive the same car for a hundred years.
In this issue, we explore options for financing a second home, take a look at long-term care costs and the tradeoffs of long-term care insurance, and offer our thoughts on prudent retirement portfolio withdrawal rates.
Raising children to be financially savvy presents a unique challenge for affluent parents.
In this issue, we address reader questions about why (or why not) to pay off your mortgage before retirement, tax treatment of annuities for beneficiaries, and the long-term effects of recent economic weakness in China.
In this issue, we tackle questions from readers looking for higher yields on their cash holdings, insight into the impact of a strong dollar on investment portfolios, and tips to help prevent identity theft.
The taboo against talking about money runs deep in our society.
You can arrange your individual retirement account (IRA) in such a way so that when you die, the account passes directly to your beneficiary.
Estate planning involves much more than deciding who will receive our property after we are gone.