Retirement can mean the beginning of a new life. Here are a few common dangers to avoid.
In light of the recent rapid decline in market values, a question comes to mind. If your advisor has been telling you just to stay put and not make changes and you are approaching retirement or are already early in retirement phase, this advice could be devastating to your long-term income streams.
Gifting is one of the many estate planning tools available.
Avoid misunderstandings by planning now for the day you can no longer care for yourself.