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10 Result(s) in the “Financial Planning” Category


Jul. 16, 2021

Four Ways to Give Your Home In New Mexico

For many people, the biggest asset they have is their home. Though sometimes retirees have to sell their home as…

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Jul. 7, 2021

What is ESG Investing and Why Should Retirees Care

One of the biggest buzzwords lately in investing isn’t even a word; it’s an acronym: ESG. ESG stands for Environmental, Social, and Governance, and the…

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Jul. 7, 2021

Key Tax Planning Considerations for Retirees and Those Close to Retirement

Nationwide Retirement Institute recently partnered with The Harris Poll to determine how the COVID-19 pandemic may affect retirees and those…

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Jun. 18, 2021

How a Gray Divorce Can Affect Your Retirement

According to research by the Pew Research Center, the divorce rate for American couples over age 50 has doubled in the last…

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Jun. 11, 2021

Four Questions Couples That Want to Retire at the Same Time Should Answer First

For many couples approaching retirement, the idea of retiring at the same time may seem attractive. But beyond the attractive…

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Jun. 4, 2021

3 Tips for Optimizing Tuition Assistance for Your Grandchildren

Many grandparents find themselves wanting to help ease the financial burden of college for their grandchildren. Savings accounts such as…

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May. 7, 2021

Recently Proposed Changes to Federal Estate and Gift Tax Laws

Although most of the action taken by the new presidential administration has centered around getting a handle on the COVID-19…

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Apr. 30, 2021

How a Health Savings Account Can Benefit Your Retirement Plan

Everyone knows about 401(k) plans and IRAs, but those with a high-deductible health plan (HDHP) have another option for building savings…

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Apr. 22, 2021

Seven Key Elements of Estate Planning

A 2019 study of 3,000 adults age 55 and older by Merrill Lynch and AgeWave revealed that 45% of those surveyed have no will. The…

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Apr. 16, 2021

How Much Cash Should Retirees Keep on Hand?

Most financial planners will tell you that having an emergency fund to cover unexpected bills (like a major car or…

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