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Imagine that you get to go on a long-anticipated trip to Hawaii. But instead of going through the hassle of deciding in advance, on the first day of your vacation, you just hop into your car and...

AT&T CEO, Amy Chow, decided to retire after 32 years with the company. But she wanted to avoid the two mistakes’ executives often make when they retire.1 The first is to retire completely from any...

You’ve likely seen the headlines about the “One Big Beautiful Bill” (OBBB) signed into law on July 4, 2025. It’s a sweeping piece of legislation that expands many of the 2017 tax cuts. It also...

As a savvy investor you know that one of the keys to long-term success is avoiding unnecessary costs. You know to steer clear of tax penalties, excessive transaction costs, and even opportunity...

One of the key variables in retirement planning is longevity. There's a big difference between drawing down your nest egg over ten years or needing it to last for twenty. To get an idea of how long...

In 1902 the New York Evening World newspaper used the phrase "feel like a million bucks." This was a brand new idiom for expressing a feeling of extraordinary well-being.1 At the time, surgeons and...

A colleague was lamenting how slow and costly it was to sort out his parents' estate after they had both passed away. His father thought that by setting up a trust, everything would be easily...

Benjamin Franklin was so varied in his accomplishments; he almost seems like a mythical character.  One of the leading scientists of his time, he discovered key principles of electricity and first...

Retirement is a phase of life you've never experienced before. How you plan to spend your post-work life can give valuable insight before you make major decisions. Christine Benz, who writes about...