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Tax optimization strategies every employed physician should know

If you are an employed physician, regardless of setting, your career will be rewarding in many ways, including the sense of purpose that all physicians enjoy and the avoidance of many business issues ... read more

Advisors favor underutilized strategies over asset buckets | Financial Planning

The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions. read more

Home Equity Evolution: A Fresh Approach to Funding Life's Biggest Needs

Homeowners leverage their home equity through various strategies, such as HELOCs or reverse mortgages. A newer option: Shared equity models. How do those work, and what are the pros and cons? read more

Underutilized benefits costing you? Education is the answer

By prioritizing education, communication, and resources, you can create a benefits strategy that not only increases utilization but also improves employee satisfaction, reduces costs, and builds a ... read more

How To Build A 6-Figure Retirement Savings, Even In This Economy

Health Savings Accounts (HSAs) are another underutilized tool, offering "triple tax advantages and can serve as a supplemental retirement account." More in Business ... read more

Self-Directed Brokerage Accounts: Retirement's Hidden Gem? - MSN

Despite being available in many employer-sponsored 401(k) plans, SDBAs are one of the most underutilized tools for retirement investing and can unlock the power of your 401(k). read more

How to Reduce Your Tax Bill by Saving for Retirement

Cutting taxes using retirement savings strategies can save money that can go to long-term savings. Make IRAs and 401(k) cornerstones of your tax-advantaged savings campaign. Donate and save with ... read more

Navigating the Retirement Red Zone: Innovative Portfolio Strategies for Long-Term Success - TheStreet

As retirement approaches, investors enter the critical "retirement red zone" - the decade before and after retirement. This period demands a careful reassessment of investment strategies to ensure ... read more

4 retirement withdrawal strategies to help make your money last - AOL

4 top retirement withdrawal strategies. Here are four expert-recommended retirement withdrawal strategies to help your nest egg last throughout your life. 1. The 4% rule. read more

Think through retirement needs with clear-eyed strategy - The Tennessean

Today, most retirement savings fall to individuals through 401(k)s, IRAs and other self-directed accounts. While these tools provide flexibility, they also place the burden on individuals to save ... read more

8 Retirement Savings Strategies for High-Income Earners

Adapting your retirement savings strategy to fit a high-income level can help secure a comfortable and well-funded retirement. Here are eight general strategies for high-income earners to consider. 1. read more

Self-Directed Brokerage Accounts: Retirement's Hidden Gem?

Despite being available in many employer-sponsored 401(k) plans, SDBAs are one of the most underutilized tools for retirement investing and can unlock the power of your 401(k). read more