What do the midterm election results mean for your retirement? Not much say two experts – Richard Rosso, director of financial planning at Clarity Financial and Bob Frick, an economist at Navy Federal Credit Union […]
Retirement Daily: In Search of Durable Dividend Stocks
Tim Atwill, the head of investment strategy with Parametric Portfolio Associates, an investment adviser and majority-owned subsidiary of Eaton Vance Corp., explains the strategy behind the Parametric Dividend Income Investor (EAPDX) fund. That fund seeks […]
Retirement Daily: Integrating Family Businesses & Human Capital in Portfolio Management
The role of a family business in wealth creation for high net worth families is well known. Less well understood is the role it plays in wealth management for these same families. In this podcast, […]
Retirement Daily: Nearly Half of Americans Age 50+ Fail a Basic Social Security Quiz
Near-retirees still have a lot to learn about Social Security retirement benefits and may be leaving money on the table according to a new poll released by Massachusetts Mutual Life Insurance Company. Nearly half (47 […]
Trump Accounts Explained: Should Parents Open One or Choose a 529 Instead?
Trump accounts are a new tax-advantaged savings option for children. Learn how the accounts work, who qualifies for the federal contribution and when a 529 plan may still be the better choice.
Financial freedom doesn’t require perfection – here’s why
Financial freedom requires thoughtful planning and long-term discipline. Becca Craig shares practical strategies to help you manage your wealth and work toward lasting financial security.
Estate Planning for Unmarried Couples: 7 Costly Mistakes That Leave Partners With Nothing
Learn why unmarried couples need estate planning. Discover wills, beneficiary designations, and legal documents to protect your partner and assets.
How Medicares New GLP-1 Program Could Save You Thousands
New Medicare GLP-1 pilot program launches July. Learn who qualifies, why Part D formularies matter, and how employers may adjust coverage.
Retiring in Massachusetts? Here’s What You Need to Know About Taxes, Estate Planning and Cost of Living
Retiring in Massachusetts? Here’s What You Need to Know About Taxes, Estate Planning and Cost of Living Massachusetts exempts Social Security and government pensions from state income tax, but retirees also need to consider the […]
Bob Powell
Bob Powell is an award-winning financial journalist, a Certified Financial Planner® (CFP®) professional, and a Retirement Management Advisor® (RMA®). As a co-founder of FinStream.tv, Bob is deeply passionate about shifting the paradigm of financial media—moving […]