Reverse Mortgage Strategies

A reverse mortgage can be a good way to supplement retirement income. Talia Pierluissi explains reverse mortgages and describes strategies to potentially help retirees reduce the risk of running out of money too soon. more >

Making It On Your Own: Budgeting

The money you’ll make during your lifetime is only half the story. How you manage your money is the key to reaching your personal goals. And it starts with setting a reasonable budget. more >
Incentive Stock Options

When Tech Deals Go Well

Incentive stock options, or ISOs, can make a huge impact on reaching one’s life goals. But success requires careful financial planning until that big liquidity event. Here’s one example. more >
Disabled Father play with his little son and daughter

Divorce Disability Insurance

When working through a divorce settlement, it’s important to factor in the possibility of a permanent disability impacting support payments. Special divorce disability insurance may help assure continuity and peace of mind. more >
Income tax return form

Year-End Income Tax Planning

Republican income tax proposals to reduce rates at the top end and cap itemized deductions make year-end tax planning as important as ever. Ray Edwards details strategies to potentially minimize your tax bill. more >

The End of Estate Taxes?

Even if the new Republican-held White House and Congress repeal the estate tax, the question of how long it will last and other uncertainties still make estate planning a good idea. Clay Stevens explains why. more >

Struck Money? Here’s What To Do Next

While becoming a self-made millionaire is a dream for many, the reality of sudden wealth can actually bring with it a myriad of challenges that some may not know how to deal with. more >