Browsing: Planning

There is so much more to retirement planning than having enough savings. And, you have more options than you think when it comes to having a…

Beth Pinsker CFP®, MarketWatch columnist, and author of My Mother’s Money explains how caring for her mom exposed the gap between “knowing” and “doing” estate/care plans.…

Best financial planning software of 2025 Source link

Hispanolistic | E+ | Getty ImagesPresident Donald Trump’s “no tax on tips” deduction offers financial planning opportunities for some workers. But it’s too soon to execute…

At Boldin, we often remind people that a financial plan isn’t a one-and-done roadmap—it’s a living, evolving framework. Life doesn’t move in a straight line, and…

Recent columns presented estate planning for single individuals (widow/widower, divorced, or never married) and estate planning for legally married couples. This column presents estate planning for…

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The following are some current (2025) statistics on how many Americans have an estate plan: • 45 percent of U.S. adults have created estate planning documents.•…

Most married couples would likely agree that estate planning is not the most romantic subject for them to discuss. But estate planning is one of the…

Roth IRAs and Roth 401(k)s offer powerful tax advantages, especially for those aiming to retire early. But the IRS 5-year rules attached to these accounts can…