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News
Longing for a Long Life? Here Is How Modern Financial Strategies Can Help Ensure You Never Outlive Your Savings
5+ hour, 19+ 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…...
Don't Let Your Teen Learn Investing Alone: 7 Ways Parents Can Lead the Way
7+ hour, 19+ min ago (944+ words) New research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance. It's not easy to get parents and teenagers to agree about anything. But when it comes to investing early, they're…...
From Buffett to Beyoncé: What Celebrities Have Said About Inheritance
23+ hour, 19+ min ago (1301+ words) See what Warren Buffett, Shaq, Jay-Z and Beyoncé, Dave Ramsey and Suze Orman have to say about passing down wealth. The Great Wealth Transfer is underway in the United States. Between 2024 and 2048, an estimated $124 trillion in assets is expected to…...
Financial Independence Is Just the Off-Ramp: Why Confusing It With Retirement Can Derail Your Plan
1+ day, 3+ hour ago (487+ words) People use "financial independence" and "retirement" as if they're the same milestone. In my experience, treating them as one and the same is where a lot of financial plans go sideways. A question I frequently hear is: When can I…...
I’m a Financial Planner: Why I’d Structure My Wife’s Long-Term Care Policy Differently Than Mine
1+ day, 5+ 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…...
Why ETFs Are One of the Easiest Ways to Start Investing
2+ day, 17+ hour ago (1576+ words) Broad diversification, low fees and the ability to buy fractional shares make ETFs one of the easiest ways to start investing. Most beginner investors don't fail because they pick the wrong stocks. They fail because they're overwhelmed by too many…...
5 Best ETFs to Help You Earn Passive Investment Income
3+ day, 3+ hour ago (1633+ words) You can get above-average distributions on a monthly basis, balancing tax-efficiency and high yield, with the best ETFs for passive investment income. The world of passive income is fertile ground for grifters, scammers and charlatans. The sales pitch practically writes…...
Is the Silver Pullback a Warning Sign — or a Buy Signal? Why Silver’s Dip Is Catching a Portfolio Manager’s Attention
3+ day, 3+ hour ago (1464+ words) Silver was riding high earlier this year, but interest has waned now that prices have pulled back. For the right investors, however, that's when the interesting opportunities emerge. I can usually tell where we are in the precious-metals cycle by…...
Don't Put It Off: It's Time to Check That Your Beneficiaries Are Right
3+ day, 4+ hour ago (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...
5 Critical Questions to Ask a Financial Adviser About an Inherited Stock Portfolio
3+ day, 7+ 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…...