Planning

The Boots Rule of Retirement Tax Planning

Here's how retirees can stop compounding tax leaks without large, expensive Roth conversions.

Interest Rate Changes Affect Income And Estate Tax Planning Strategies

The tax benefits of a range of income and estate tax planning strategies are affected by interest rate changes.

Planning for Social Security Uncertainty

I have a client who is nearing retirement as a self-employed gardener. At age 67, she doesn’t have a massive amount of retirement savings. But she has paid into Social Security her entire working life...

Take the Celebrity Estate Planning Quiz: Are You Sting, Shaq or Elton?

Answer 7 quick questions to uncover which iconic approach to passing down wealth matches your personal philosophy.

Year-End Tax Planning for Physicians. What To Do Before 2026 Is Over

Taxes may be the last thing on your mind right now. The kids are studying for mid-terms and the holidays ... Read more

Looking for retirement planning resources

My wife and I are looking to retire in 2030 or sooner. I‘m not worried about money, but I want to make sure we are prepared with regard to insurance, withdrawal strategies, Social Security commencemen...

Pre-retirees want income planning advice, beyond investment products

Advisors could find a pool of prospects eager for more advice than they tend to get from their 401(k) plans alone.

11 Retirement Planning Mistakes That Haunt High-Earning Physicians

The scariest thing on a physician’s desk this October is the fourth-quarter estimated tax worksheet, propped against a 403(b) statement ... Read more

Retirement Planning Strategies for Women

Women can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.

6 Essential Estate Planning Documents to Prepare Now

These core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.

The Danger of the Word ‘Permanent’ in Estate Planning

Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.

5 Estate Planning Errors That Can Impact Generational Wealth

Successfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.

Your Retirement Planning Scorecard: 5 Key Areas to Monitor

Just like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.

Decking the Halls In Fall — Is It Worth It For Physicians to Start Holiday Planning Right Now?

You read that right, we’re bringing the holiday spirit earlier this year with a discussion on how early is early ... Read more

Planning for Couples Who Have a Big Age Gap

You must coordinate different retirement timelines while stretching your savings to cover a longer lifespan.

Climate change is a retirement planning issue, says sustainable investing pioneer

Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.

IRS Is Taking a Closer Look at Trusts: What It Means for Estate Planning

A high-profile tax case is shining a light on how the IRS may view certain estate planning strategies.

Roth Conversions: The Golden Tax Planning Window

If a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.

Estate Planning Advice on Social Media Isn't All Garbage, But It Can Still Cost You Dearly

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

The 3 Biggest Tax Mistakes Retirees Can Make in Their 60s: Are You Missing Your Golden Tax Planning Window?

Your 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.

Non-Financial Retirement Planning: 10 Investments Worth Making

Non-financial retirement planning covers what a portfolio can't: time, health, purpose, and the people you love. Here are 10 places to start. The post Non-Financial Retirement Planning: 10 Investments...

Why Pre-Planning Your Funeral Is the Ultimate Final Gift to Your Family

By planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off.

Retiring With an ESOP? Missing This Crucial Planning Window Will Cost You

Your 50s mark the start of a critical retirement planning window. For those with significant wealth in an ESOP, failing to plan can get expensive.

8 Estate Planning Secrets You Can Borrow from the Ultra-Wealthy

Try these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.

The 5 Biggest Myths in Estate Planning and the Strategies to Follow Instead

From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.

Tax Planning for Locum Tenens and 1099 Physicians: What Changes When You’re Paid on a 1099

The first time a physician shows us a locums paycheck, the reaction is almost always the same. No taxes were ... Read more

4 Essential Estate Planning Documents for Your Family's Peace of Mind

Estate planning isn't just for the wealthy — it's for anyone who wants control over what happens next. These four core documents will help you establish it.

5 Milestone Ages in Retirement Planning: Do You Know Why They Matter? Take Our Quiz

You probably know your full retirement age, but do you know these other milestone ages — and why you should pay attention to them as you plan for retirement?

AI Can Create a Retirement Planning Sweet Spot for Clients and Financial Professionals: Here's Where to Find It

AI helps clients have informed retirement planning conversations with advisers. It can also rapidly handle technical work, freeing up an adviser's time to talk.

Planning Your Discretionary Spending in Retirement — Like Ordering Off a Menu

Sustainable retirement spending begins with quantifying the present value of your essential expenses and then allocating the remaining funded status toward discretionary “menu items” such as travel, h...

The Forbes Guide To Planning For A Foreign Retirement

How six Americans picked retirement spots ranging from Mauritius to France. Start your own search with Forbes’ list of The Best Places To Retire Abroad in 2026.

The Role Of Tax Efficiency In Retirement Planning

Learn how the type of investment account you use can influence tax efficiency in retirement and why thoughtful planning may help improve long-term financial outcomes.

Retirement Planning Questions about budget and pension income (CDN)

Hi everyone, My wife and i are hoping to retire in about 7 - 10 years, ultimately my question is have I forgotten anything important in my calculations. My wife will retire with a full pension and i w...

ProjectionLab Review 2026: Best DIY Retirement Planning Tool

After reviewing dozens of financial tools on this site since 2009, ProjectionLab is one of the most comprehensive planning tools I've come across. It shows you how today's financial decisions play out...

An Estate Planning Checklist For The Rest Of 2026

The uncertainty and turmoil regarding estate planning is over. There is no reason now to delay action. Create or update your estate plan using this checklist.