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Planning for retirement is one of the most important financial steps you can take in your life, and a retirement advisor can help set you on the right course. Whether…

Good retirement income planning can help you enjoy a secure and comfortable retirement by ensuring your savings are well-managed and sustainable. Whether retirement is a few years or decades away,…

A charitable trust might sound fancy, but it's a way to give to good causes, like helping animals, schools, or hospitals, after you're gone. It's a promise that some of your money…

A self-directed IRA is a retirement account that differs from other IRAs by letting you make the investment decisions. It lets you include a broader range of investments, like real…

When it comes to planning for retirement, many people think about traditional investment options like stocks and bonds. However, there's a lesser-known but powerful tool in the world of retirement…

Real estate investment trusts (REITs) own or finance income-producing real estate across numerous property segments. These companies have to meet several specific requirements to qualify as REITs. The idea behind real…

Knowing about trusts and estates is important when planning what happens to your stuff after you're not around. Trusts and estates help you give your things, like your house or…

Investing in real estate with an IRA can be a smart way to handle your retirement funds. An IRA, or Individual Retirement Account, is a place where you can save…

A trust is a legal setup where one person or a company (the trustee) holds and takes care of property or assets for someone else's benefit (the beneficiary). Think of…

Choosing to name a trust as a beneficiary for your Individual Retirement Account (IRA) is an important decision with several benefits. It's a way to ensure that the money you've…