Insights

Insights

Should You Do a 1031 Exchange? What Retirees Should Consider Before Selling Investment Real Estate

Should you do a 1031 exchange? Sometimes. But the tax savings shouldn’t be the only reason. A 1031 exchange can ...

Gray Divorce After 60: What It Means for Your Retirement Plan

Gray divorce generally refers to divorce among adults 50 and older, and it has risen dramatically in the United States. ...

What to Do With an Inheritance or Legal Settlement

Understanding what to do with an inheritance is one of the most consequential financial decisions most people will ever face, ...

Should You Retire Abroad? A Retirement Planning Perspective

Most retirement planning conversations focus on one number: how much you’ve saved. What gets less attention is the other half ...

What Happens to Your 401k When You Retire?

After 30 years of contributing to a 401k, retirement creates a surprising challenge: the account that helped you build wealth ...

Trump Accounts Explained: What Parents and Grandparents Need to Know

Trump accounts, formally known as Section 530A accounts, are one of the more interesting pieces of the One Big Beautiful ...