Complete post-divorce checklist covering finances, insurance, taxes, and estate planning. Get expert guidance for your financial fresh start after divorce.
Complete post-divorce checklist covering finances, insurance, taxes, and estate planning. Get expert guidance for your financial fresh start after divorce.
Complete financial checklist for widows & widowers covering immediate tasks, benefits, estate planning, and long-term financial planning after a spouse’s death.
Elder financial abuse is a growing problem, often committed by those closest to us. My latest article provides the defense strategies you need to protect yourself and your financial future.
Choosing a financial advisor is one of the most important decisions you’ll make for your future. But how do you know if you’re making the right choice?
Don’t let RMDs become a tax trap! Learn smart strategies to lower your taxes on RMDs and keep more of your hard-earned retirement savings.
By Joe Dowdall, CFP®, RICP®, CRPC®, CCFC Retirement planning can often feel like a moving target. You’ve worked hard, saved diligently, and now the big question hits: What’s next? That’s where Steve (age 62) and Jenna (age 66)1 found themselves. After decades of building a career, Steve was suddenly laid off. His severance package was… Continue reading A Retirement Planning Case Study
