Retirement Countdown in a Down Market
The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.
An Estate is a Terrible Thing to Waste
A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.
HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.
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