Self-Directed IRA: Invest In Alternative Assets For Retirement

Self-directed individual retirement accounts (SDIRAs) are traditional or Roth IRAs with expanded investment options.

I recently received an inheritance 'of some significance' — and I have modest savings. Now, I need advice, but who is right for my situation?

I need a financial adviser. I recently received an inheritance of some significance and I have a modest lifetime of savings ...

Another rate cut? Here is what it means for your money

The U.S. Federal Reserve is ending 2025 with a bang, delivering another rate cut for consumers amid an uncertain year for the ...

These unexpected money moves can make giving your grandkids financial help more fun

Try this alternative to formal financial education. "Studies show financial-literacy classes have little long-term effect," Kraus said. "Telling stories to your grandchildren about the money mistakes ...

These unexpected money moves can make giving -2-

Bolen, who is publishing a book on aging, caregiving and creating family legacy, emphasized that estate planning and giving strategies should prioritize family harmony and care planning as ...
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Financial Confidence? It's Just Good Planning, Boomers Say

Millions of Baby Boomers are rapidly reaching retirement age in a “silver tsunami” that is placing a renewed focus on how this generation feels about their finances. According to Charles Schwab’s ...

I'm Retired With $2.2 Million Saved and Work 2 Retail Shifts a Week for Fun. My Young Colleague Just Got Her Hours Cut, and I Don't Need the Money. Should I Qui…

If you do decide you’d rather be in a work environment, your $2.2 million in savings gives you the flexibility to take your ...

‘I would prefer to kick the can down the road.’ My wife passed away at 59, but the adviser mishandled her $400K IRA and now I think I must take RMDs earlier than I’d …

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Where to Turn to for Help in Navigating Financial Challenges

(StatePoint) Managing your finances can be challenging, especially when you’re not sure where to turn for help. Darlene Goins ...

Independent Financial Partners (IFP) Welcomes CenterBridge Planning Group From Commonwealth, Adding Over $700 Million in Client Assets

Independent Financial Partners (IFP) has added a five-advisor team overseeing more than $700 million in client assets from Commonwealth Financial Network, with CenterBridge Planning Group joining the ...