Living in Retirement

Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more

Manage your retirement income

5 Questions for Gray Marriages

Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.

June 14, 2024

2024 RMD Reference Guide

What's new with required minimum distributions? We cover the basics here.

May 14, 2024

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

May 14, 2024

Minimize Social Security Taxes

Many retirees are surprised to learn that Social Security may be subject to taxation. Here are four strategies to help minimize taxes when you're receiving benefits.

May 13, 2024

Tips for Early Retirement

Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.

April 09, 2024

Consider tax-smart strategies

Estate Tax and Lifetime Giving

If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

June 17, 2024

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

June 14, 2024

Your Retirement Lifestyle

When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.

June 14, 2024

Plan your legacy

Gifting Appreciated Stock

A look at the potential tax advantages of gifting appreciated stock to new grads.

June 14, 2024

What Is Estate Planning?

Learn what goes into an estate plan and why everyone—regardless of age, health, or wealth—can benefit from creating one.

June 14, 2024


Protecting Your IP

Artists, inventors, and other creators may have valuable intellectual property (IP) that must not be overlooked in estate planning. Here's how to identify, value, and incorporate your IP into your estate plan.

June 14, 2024

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

June 14, 2024

5 Questions for Gray Marriages

Getting married later in life raises a host of unique financial considerations. Here's what you can ask yourselves before you tie the knot.

June 14, 2024

Storing Estate Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

June 14, 2024

The latest bond insights

Collin Martin

Outlook: Corporate Bonds

Collin Martin
June 20, 2024
Kathy Jones

Outlook: Fixed Income

Kathy Jones
June 07, 2024
Cooper Howard

Muni Below Par? What to Know

Cooper Howard
May 30, 2024

Protect your financial and physical well-being

The Future of Cybercrime

Artificial intelligence is quickly reshaping cybercrime. Here, two cybersecurity experts discuss the future of internet fraud and what individuals can do to keep their data safe.

June 14, 2024

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

June 14, 2024

Establishing Trusted Contacts

Designating a trusted contact provides another layer of protection to help your financial institution keep your accounts safe.

June 10, 2024

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. 

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks including loss of principal.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

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