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News
Longing for a Long Life? Here Is How Modern Financial Strategies Can Help Ensure You Never Outlive Your Savings
20+ hour, 16+ min ago (881+ words) Bridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance. Living longer creates the opportunity for more — more experiences, more time with loved ones and more chances to pursue what…...
I’m a Financial Planner: Why I’d Structure My Wife’s Long-Term Care Policy Differently Than Mine
1+ day, 20+ hour ago (638+ words) Women's longer life expectancies mean long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection. Most research suggests the best time to buy long-term-care (LTC) insurance is typically in your late 50s. Ten years ago, the…...
Less Impulse, More Patience: Why Women Are Better Investors Than They've Been Told
3+ day, 18+ hour ago (1298+ words) Studies show women often outperform men by trading less impulsively, not chasing hot stocks, conducting more due diligence and having the patience to buy and hold. A few years ago, I sat across from a therapist for the first time…...
5 Critical Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
3+ day, 22+ hour ago (1231+ words) Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth. An inherited stock portfolio can change your life, but it often arrives at precisely the moment…...
Is Navy Federal's New Travel Card Worth the $95 Annual Fee?
4+ day, 12+ hour ago (658+ words) This travel card offers simplicity and extensive travel rewards. Is it right for you? If you travel often, the best travel rewards credit cards can help lower your costs. However, finding the right fit can be tricky with so many…...
How Real Families Are Handling The Great Wealth Transfer
4+ day, 21+ hour ago (369+ words) Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you. To gather insight into how families are handling this historic shift, Kiplinger commissioned an exclusive survey, conducted by research firm…...
How to Prepare for Long-Term Care Costs Before They Hurt Your Kids
4+ day, 22+ hour ago (853+ words) Long-term care can cost more than $100,000 a year and potentially reduce the assets you leave behind. Here's how to plan for care while keeping your estate goals in mind. You may envision aging in place and remaining independent throughout retirement....
The Great Wealth Transfer is Creating a New Generation of Family CFOs
4+ day, 22+ hour ago (1511+ words) As asset-rich baby boomers age, adult children take on the role of Family CFO long before they inherit — managing everything from finances to estate plans. Here are six steps to do it well. For many families, the Great Wealth Transfer…...
The $124 Trillion Great Wealth Transfer: Fact vs Fiction Quiz
4+ day, 22+ hour ago (148+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. How much do you know about the massive wealth about to change hands? The Great Wealth Transfer is upon us: A decades-long…...
Becoming the Free Nanny to the Grandkids? Ask Yourself These 3 Questions First
5+ day, 18+ hour ago (691+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Depending on where you live, the age of your grandchildren and the kind of childcare they have, your adult kids could save…...