Browsing: Retirement

Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course, accepted. But what did you get…

If you’re in your mid-50s or younger and are interested in retiring but you aren’t on track to save enough for a full retirement, you might…

Married couples in or near retirement should know that the solo years, the period after one spouse passed away, usually are the most difficult period in…

Washington voters will decide the fate of the state’s path-breaking public long-term care insurance program in a referendum this Fall. If adopted, Initiative 2124 would make…

Those properly licensed people who help us manage wealth may not be fully informed about financial elder abuse. In exploring what their organizations do in this…

With the dawn of another election year, even a cursory glance at the headlines serves as a reminder of how volatile and divisive U.S. politics have…

In Christianity alone, it is estimated that there are thousands—yes, thousands—of different denominations around the world. Each denomination has its own interpretation of Scripture and its…

If you expect fabulous returns to continue, you’re likely to be disappointed. Look closely at the data and you’ll see why. By William Baldwin, Senior Contributor…

Gift tax returns could be the most misunderstood, neglected, and overlooked part of estate planning. There are many people who know estate planning quite well but…

What’s the most you can receive from Social Security? The answer is…it depends on your age, your work history, your marital status, and your retirement decisions.…