Don’t Be Bored in Retirement So you did it, you flipped the switch and retired. Good for you but now that you’re done with work, what are you going to ...

Introduction to Dividend Investing Dividend investing is a popular strategy for generating income and building wealth. It involves investing in ...

When people hear about “front-loading” their retirement account they get different ideas about what front-loading is. There is a good reason for this, ...

Retirement is a word that invokes fear. The fear of not having enough money to retire. The fear of money running out during retirement. The fear of the ...

This post may contain affiliate links. Please read my disclosure for more information. Today, I present The Ultimate Retirement Planning Guide to help you ...

Footnotes is a collection of stories from around the accounting profession curated by actual humans and published every Friday at 5pm Eastern. While ...

Podcast: Play in new window | Download Indexed universal life insurance has unique features that make it resilient when change becomes necessary. And a ...

A reader asks: If Bill Sweet’s favorite topic is Roth IRA’s/401K’s, I’d bet his second favorite is tax gain harvesting (in a taxable account). ...

Recently, a new client visited our office. He had ...

When you’re planning for retirement, one of the hardest parts is often getting started. You may not be sure which direction to take, how much to ...