Ask an Advisor: I'm 65 and Near Retirement. ... Diversification across tax location, investment type, time horizon and goals will help optimize your retirement portfolio.

Let’s break down how a financial advisor could help you adjust your financial plans to address longevity, medical costs, taxation and other retirement needs. High Yield Savings Offers Earn 4.10% ...

As you near retirement, it's a retirement advisor who can best serve your needs. The caveat is this: The only retirement advisor you can count on to look out for your best interest is a fiduciary.

As you near retirement, it becomes more important to hold on to your money and up your savings. You can do this by lowering how much you pay in taxes. $3,500 iPhone possible?

As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your ... LLC should not be a substitute for consulting a qualified tax advisor, ...

You might think that the time for financial planning is over. But wait: There’s a bigger opportunity now, more than ever, to implement tax planning.While you can kick your feet up in retirement ...

Ask an Advisor: I'm 65 Years Old and Going to Retire Soon. How Should I Structure My Portfolio? The structure of your retirement portfolio should reflect your needs, lifestyle, risk tolerance and ...