After a mid-career layoff, is Celina, 50, better off taking her pension in cash?
Open this photo in gallery: Hector, 60, and Celina, 50, have a mortgage-free house and three young adult…
Want To Save More Without Thinking About It? A CFP’s 6-Step System
Between rising costs, packed schedules and a constant stream of financial advice, saving money can feel like another…
My family would pay inheritance tax on my £250,000 Bentley
Terry Mackintosh has owned the vintage car for 67 years but does not want to leave his children…
Retirement Planning Mistakes That Only Show Up After You Stop Working
Most retirement planning mistakes are obvious in that you didn’t save enough money, you claimed Social Security too…
ICICI Pension Funds launches NPS Swasthya Equity Plus under PFRDA sandbox
ICICI Pension Funds Management Company on February 20 announced the launch of ‘ICICI PF NPS Swasthya Equity Plus’,…
Federal workers delay retirement as savings gaps persist
How many years of federal service did you have or will you have when you retire? Most of you…
Advisors Excel names new Wealth Management president
TOPEKA, Kan. (WIBW) – Advisors Excel named a new AE Wealth Management president in Topeka, Kan. AE Wealth…
How CSRS / FERS Survivor Annuities Are Taxed
A recent column (“How CSRS and FERS Retirement Annuities Are Taxed”) discusses how CSRS and FERS non-disability retirement…
High Council for Social Security: No pay increase for doctors and dentists in 2025 or 2026
François Aulner adapted for RTL Today The High Council for Social Security has granted a request by the…
My plan to reach financial nirvana
What does a successful life with money look like? Is it striking the perfect balance between work and…
Why Your Financial Plan “Failed” (And Why You Still Need One)
A prospective client once told me, “I had a financial plan made three years ago. It showed my…
How One Couple Hit Financial Independence Living in New York City
Alexander Nathanson always wanted to live in Manhattan. “When you get to Manhattan, you’ve made it in New…