Long-Term Planning

Recent articles

Using the Often Overlooked Roth IRA

Read More

How Many Millions Do You Really Need to Retire?

Read More

Frequently Made Retirement and Estate Planning Mistakes

Read More

Should Your Financial Plans Include Part-Time Work in "Retirement"?

Read More

Treat Me, Not My Age: A Doctor's Guide to Getting the Best Care as You or a Loved One Gets Older

Read More

Addressing Some Common Retirement Concerns You May Have

Read More

Money Management Tips to Help You Stop Fighting and Start Uniting

Read More

Understanding and Planning Around Penalties for Early Retirement Account Withdrawals

Read More

Should You Max Out on Your Retirement Account Contributions?

Read More

College (and its High Price Tag) Isn’t Right for Every Student and Family

Read More

Planning Ahead for the High Cost of a College Education

Read More

Understanding the Retirement Account Everyone is Forced to Have

Read More

How to Handle Estate Planning for the Two Trickiest Assets

Read More

How Much Should You be Saving for Retirement?

Read More

Best Ways to Save and Pay for College?

Read More

Is Your Professional Decline Coming (Much) Sooner Than You Think?

Read More

An Often Overlooked but Highly Valuable Aspect of Estate Planning

Read More

Getting Your Career and Finances on the Best Track

Read More

Growing Older Together: Caring for Your Aging Parents

Read More

Assessing the New Landscape of Small Business Retirement Plans

Read More

Dealing With Family Elder Care, Caregiver Agreements and Related Financial Issues

Read More

Private Banks and Investment Firms Expand Offerings

Read More

Estate Planning Later in Retirement

Read More

Debunking the Myths of Income Investing for Retirement

Read More

Update: A Revealing Look at How Spending Really Changes in Retirement

Read More

Minimizing Your Tax Burden as You Approach and are in Retirement

Read More

Saving and Paying for the Increasingly High Cost of a College Education

Read More

Are You Really Ready for Divorce?

Read More

Handling Mortgage Decisions with Primary and Vacation Homes

Read More

Contemplating a Nursing Home for A Loved One (or Yourself)

Read More

Managing and Planning for Your Retirement Medical Costs

Read More

The Higher Education Cost Bubble and Federal Student Aid

Read More

The Most Important Investment for a Young Adult

Read More