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DARK SECRETS: 6 | Vintage Vibes

I'm a CFP: Here's What You Should Do if Your Financial Adviser's Firm Gets Acquired

You've had the same financial adviser for a long time, but things are changing. Now what? Stay the course, or jump ship? Five questions could help you decide.

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ABLE Accounts: A Special Needs Consultant Breaks Down Common Myths

ABLE accounts help thousands of people with disabilities, but misconceptions still prevent eligible families from applying. Here, a financial professional separates fact from fiction.

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What One Widow's Ordeal Teaches Us About Marriage and Money

A man charmed a 72-year-old widow into marriage, and then her accounts were seized to pay off his debts, highlighting the importance of background checks on potential spouses as well as prenuptial agreements.

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Are You Getting a Gray Divorce? These Six Financial Strategies Come From a Financial Planner

Managing an equitable division of assets, selling a home, negotiating alimony and splitting retirement accounts are among the money matters that weigh as heavily as emotional issues.

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How to Navigate Your Finances After Losing Your Spouse: Thoughts From a Financial Planner

It's important you get involved in financial planning now so you're prepared and confident to make decisions when you potentially become your own financial manager.

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The Tax Trap Snares Many Business Owners: A Financial Pro's Guide to 11 Strategies You May Be Missing

Poor tax planning means many business owners are leaving money on the table for the IRS. This detailed guide from a financial adviser highlights strategies you may not be aware of.

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The 'Ted Lasso' Effect: A Positive Outlook Really Can Strengthen Your Retirement Plan

Optimism like that of the fictional soccer coach can surprisingly improve your retirement planning by encouraging better saving habits and a more positive outlook on your financial future.

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Your Golden Years Just Got a Tax Break, But There's a Catch

Don't fall for the 'tax-free Social Security' headlines. The OBBB offers a temporary tax deduction for certain retirees, which is different from eliminating taxes on benefits entirely — and it doesn't solve Social Security's long-term funding issues.

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I'm a Retirement Coach: Eight Surprising Signs You're Ready to Retire

You've met your savings goal, your friends are having fun without you, your boss is mean to you, and your kids are grown and gone. What are you waiting for?

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'Work Forever' Is Not a Retirement Plan: What Needs to Change for Gen Z, From a Financial Pro

Saving for retirement isn't what it used to be. The deck is stacked against Gen Z in some crucial ways. The system is broken, and we need to fix it.

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I'm a Financial Planner: These Three Things Are Missing From Almost Every Financial 'Plan' I See

A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end.

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Is the One Big Beautiful Bill Really All That Great for Your Retirement?

While tax cuts sound attractive, it's still wise to plan ahead for retirement by considering strategies like Roth conversions to offset potential tax increases in the future and stealth taxes that could surprise you.

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Wages Aren't Keeping Up With Inflation: A Financial Adviser's Tips to Bridge the Gap

While we can't control inflation, there are some simple things each of us can do to help keep our heads above water.

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New Rules, New Opportunities for Student Loans: An Expert Guide to Preparing for What's Next

Major changes are coming to federal student loan rules, so it's a good time for borrowers to understand how these shifts will impact their financial planning.

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Gray Divorce Can Throw Your Retirement a Curveball: What to Know

If you're entering retirement and going through a divorce at the same time, you've got some work to do to shore up your long-term financial security.

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I'm a Real Estate Investing Expert: Optional 721 UPREIT DSTs Can Be the Best of Both Worlds

Before investing in any 721 UPREIT exchange, look for one that offers a straightforward, investor-friendly exit.

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How an Expired Passport Thwarted Blackmail (and What Other Important Documents You Should Keep)

An optometrist produced his expired passport to foil a blackmail attempt by the daughter of a former employee. After proving he was out of the country on the date of a forged diary entry, he took it a step further.

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Don't Disinherit Your Grandchildren: The Hidden Risks of Retirement Account Beneficiary Forms

Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help avoid these issues. Here's how.

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This Is How Life Insurance Can Fund Your Dreams Now

Beyond a death benefit, life insurance can provide significant financial value and flexibility through 'living benefits' while you are still alive, helping with expenses like education, business ventures or retirement.

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Potential Trouble for Retirees: A Wealth Adviser's Guide to the OBBB's Impact on Retirement

While some provisions might help, others could push you into a higher tax bracket and raise your costs. Be strategic about Roth conversions, charitable donations, estate tax plans and health care expenditures.

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One Small Step for Your Money, One Giant Leap for Retirement

Saving enough for retirement can sound as daunting as walking on the moon. But what would your future look like if you took one small step toward it this year?

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This Is What You Really Need to Know About Medicare, From a Financial Expert

Health care costs are a significant retirement expense, and Medicare offers essential but complex coverage that requires careful planning. Here's how to navigate Medicare's various parts, enrollment periods and income-based costs.

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I'm a Financial Planner: Could Partial Retirement Be the Right Move for You?

Many Americans close to retirement are questioning whether they should take the full leap into retirement or continue to work part-time.

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From Mortgages to Taxes to Estates: How to Prepare for Falling Interest Rates

As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, taxes, investing and retirement to make the most of potential changes.

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This Is How Lottery Winners Build Lasting Legacies, From a Financial Professional

Winning a massive lottery jackpot, like the recent $1.4 billion Powerball, requires seeking immediate legal and financial counsel, protecting your identity and winnings and planning your legacy.

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