Lending money to family: Is it a good idea?
If you plan to loan money to family, there are some key questions and considerations you should keep in mind.
Insurance, annuities, and investments
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What's your retirement plan for living longer?
Retirement savings plans need to account for longevity as more Americans are living longer.
St. Patrick's Day odds
Which odds should you be paying attention to while dreaming of pots of gold?
What does the executor of a will and estate do?
Settling an estate is a difficult job and responsibility that takes patience and organization.
Business liquidation options vs. an owner's retirement
If you are a business owner looking to retire, beware of liquidation pitfalls and challenges.
What to do with an old retirement account?
There are three basic options for accounts like a 401(k) plan if your leave your employer.
SEP or Simple: Which IRA is right for your business?
Both the SEP and SIMPLE IRA plans allow you to make contributions to your employees' retirement.
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
New Year’s financial resolutions: Smart goal-setting for success
Financial New Year’s resolutions should be realistic, achievable goals.
The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
Satisfying pension obligations in a digital and robotic world
We are using new technologies to bolster our ability to administer pension obligations for the long-term.
The health hazards of being a boss
Happy Boss's Day? Mid-level bosses may suffer from stress levels higher than most.
Should I borrow from my retirement? Understanding the risks
A loan from your retirement plan can be a ready source of funds in an emergency, but there are risks involved.
Younger workers and retirement: The 'to-do' list
Retirement saving is not on the list of top priorities for younger workers these days. How to change that?
What benefits are employees looking for?
Gone are the days when an employer simply offers a 'one-size-fits-all' benefits package.
Financial planning tips for any vacation
Getaways are better if you don't come home with debt.
A day for business owners to recognize retirement
National 401(k) day is a good time to encourage employees to keep track of their retirement.
Should you stay in charge or leave the business?
Making the choice between running the business forever or exiting into retirement.
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