Retirement

The new British TV series The Jackal on Peacock, starring Eddie Redmayne, offers a compelling and unsettling journey into the life of a paid assassin. It’s a strange ride: you spend so much time with The Jackal, you find yourself rooting for him, even as he, you know, kills people, many who are innocent of

Share to Facebook Share to Twitter Share to Linkedin Thinking about living abroad? You’ve come to the right place. International Living just released its Annual Global Retirement Index—which highlights the best places to move (or retire). It’s been a hot topic in the wake of the recent U.S. election, which has sparked a wave of

The year 2024 is almost in the books. However, before the ball drops there are financial planning considerations that should be considered. This is especially true for high-net-worth families. Below I have outlined 12 financial planning ideas to consider before year-end. 1. Required Minimum Distributions or RMDs: RMDs apply to folks who are 73 or

Would you like to help change the world or your family’s lives by leaving a legacy, but you want to be responsible in the process? Here’s another common goal you may have: You want to be alive to see the benefits of your legacy instead of waiting to pass along all your money until after

Ankur Nagpal started Teach:able, a platform for independent course creators, in 2013, with the dream of democratizing access to education. The first-generation immigrant from Oman, a 2010 graduate of the University of California, Berkeley, scaled that startup to $60 million in annual recurring revenue. He sold it to Hotmart, a platform that allows users to

Many estate plans aren’t as solid as the estate owners and their families believe. Key defects are widespread. The imperfect estate plans either won’t deliver the expected results or meeting their goals will cost significantly more than anticipated. Be alert to the possibility that your estate plan has one or more of these gaps. Letting

Do you have any idea of how you would care for both your parents and kids? Would caring for your parents leave you broke? Whether you like it or not, at some point, your parents will likely need your assistance as they age. How you handle it is up to you. Is Sandwich Generation Financially

One week before Thanksgiving, I spoke with a woman who was not happy with her Medicare Part D plan. “I need to change and would like to get my husband’s Mutual of Omaha drug plan. He’s very happy with it and not going to make any changes.” An alarm bell went off in my head.

As we approach the end of 2024, there is cause for optimism. The market has performed well, economic data indicates a strong labor market, and wages are keeping pace with inflation. While we cannot control the uncertainty of the economy, market conditions, or the future tax environment, investors can create a well-structured plan to help

Do you ever feel ovewhelmed in trying to be available for your aging parents while trying to keep your own work/life/family together? You want to be a loving adult child, but some parents can be very demanding. They might expect you to be at their beck and call and you feel gulity if you say