Know a reluctant spender? Someone who sees it as part of a proud lifestyle, a badge of honor? Wealth Advisor Connie Brezik offers ways that even ardent savers can feel more secure about spending money in retirement.
Sure, having enough money is an important part of the retirement equation, but there's much more to consider as well. Wealth Advisor Connie Brezik tackles four questions to ask and answer before you take this step.
Material wealth is not required to help, affirm and build up others through an investment of time or influence. Tim Maurer shares a poignant reminder that we don't have to wait on an estate to forge a legacy.
Should taxable investors seek to shun dividends? Larry Swedroe looks at a new study into how tax-aware dividend management can affect the performance of factor-based strategies.
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Should you use available income to first pay down debt or instead invest it for the future? The answer may be part science and part art, but Wealth Advisor Kurt Wunderlich breaks down how both can inform your financial plan.