The Growing Appeal of Semi-Retirement
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in
Kristin McKenna, CFP® is frequently published in the national news media. She’s a Senior Contributor at Forbes and has been published by U.S. News & World Report, TheStreet, Business Insider, and the National Association of Personal Financial Advisors Magazine, with quotes in Bloomberg, Kiplinger, MarketWatch, GOLF Magazine, and Huffpost, among others. Kristin has also been invited to be a panelist for several events around stock option financial planning.
It goes by many different names: semi-retirement, partial or phased retirement, second career, and so on. But typically, it means the same thing: working in
A securities-backed line of credit is like a home equity line of credit in many ways, though with this type of loan, the collateral is
With so many misconceptions around trusts, it’s easy to understand the confusion about the benefits of a revocable living trust. A living trust (also called
It’s hard to come up with good gift ideas, especially over the holidays if you have a lot of people to shop for. Unfortunately, giving
If you think retirement planning moves stop at retirement, think again. For high earners, converting an IRA to a Roth IRA while you’re still working
Of all the types of assets, real estate is usually the most emotional. It is, after all, difficult to make memories in a mutual fund
More homeowners have been renovating their homes instead of buying due to housing prices. While continuing to build equity in your home can be advantageous
The sale of a business marks a major life event. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a
Who doesn’t love the sound of an early retirement? For many busy executives and business owners, slowing down and enjoying your financial success early in
A few years ago, if you inherited an IRA from a parent, the distribution rules were simple: you could stretch withdrawals over your life expectancy.