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Estate Planning

Which Costs More in Retirement? Your Housing or Healthcare

You probably worry the most about healthcare costs in retirement, but you'll be surprised to hear what actually could cost you more! Robert Powell, editor of Retirement Daily, explains. Watch!

Tax Reform: Good for the Gig Economy, Bad for High Tax States (Video & Podcast)

While the Tax Reform of 2017 lowered both personal and corporate tax rates, it also took away some great deductions for folks in high tax states and gave gig-economy workers an added bonus. So watch our video and listen to the full podcast to learn how all that will affect you.

Hey Couples! Do These 5 Things To Be (Financially) Happy

It's so nice to be in love and really get to know someone. But do you really know that person? Do you know your sweetie's credit score? Do you have your own checking account? Give me 60 seconds and I'll tell you why you should!

Video: Here's How Facebook, Twitter and Gmail Fit Into Your Estate Plan

Estate planning is taking on an entire new meaning in the digital era, especially when it comes to social media accounts like Facebook and Twitter.

Countdown Is On! Get That Year-End Tax Planning Done Before the Ball Drops!

Tax Cuts and Jobs Act (TCJA) of 2017 passed and while most of it pertains to your 2018 tax year, there still are a ton of things you can do now to save some money in April. So watch and get on it!

Watch: If You're Rich, This Is What You Need to Know About Estate Planning

The heirs of high net worth individuals aren't interested in any of the fancy art or antiques that their parents pass to them.

Tax Extension Deadline: What You Need to Know and Do Before Midnight Tonight!

If you extended your 2016 tax return back in April, it's due at midnight tonight (Monday, October 16). That's it! There are NO more extensions. So, What do you need to do? Watch Tracy Byrnes video to find out!

Don't Rely on Social Security, Here's Some Tips for Your Retirement Planning

60 seconds to make sure you're ready for retirement.

Tony Robins Wants You to Watch Your 401k

Even a seemingly small 3% fee can deplete your account by thousands of dollars.

Retirement Study Shows Parents, Adult Kids Not Talking

When it comes to the topic of retirement, aging parents and their adult children too often have a failure to communicate.