A quick note before we dive in: I'll be using the words "retirement" and "financial independence" throughout this article as they have become essentially interchangeable with each other. Younger generations tend to avoid the word "retirement", however. They prefer "financial independence" as their Read more…
Deferred Compensation: What It Is and How It Compares to a 401K
Saving enough for a comfortable retirement in a way that is tax-advantaged can require getting creative at times. Numerous options exist for stashing your discretionary money in a retirement account, but not all options are created equal, nor are they taxed the same. An often-overlooked option, Read more…
Wealth Transfer and Estate Planning: Unique Types of Trusts to Consider
When you hear the word trust, you probably think of a revocable living trust that helps your loved ones avoid probate by establishing how your assets will be distributed after your death. Read more…
