Javier Simon

The Right Investments for Retirees

If you’re in or near retirement, you may need to make some changes or additions to your portfolio. At this point, you want securities that can provide a steady and predictable stream of income. But you also want growth potential as the average retirement...

4 Tax Strategies for High Earners Nearing Retirement

After spending decades on the grind and saving, you’re almost at the finish line. You can see yourself enjoying sunny days on the beach, on your boat, or doing whatever you want to do in your ideal golden years.But if you’re not careful, especially...
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Revocable Trust or Irrevocable Trust: Which Is Right for You?

Impact Photography/ShutterstockTrusts can be essential tools of any estate-planning strategy. You can transfer all...

The Best Tax Moves to Make Before You Retire

Shifting gears into retirement can be a rewarding time. All the years of hard...

Understanding Financial Planning in a Divorce

Going through a divorce can be an emotionally draining situation. But it also can...

New Year Retirement Tips

Drazen Zigic/ShutterstockRinging in the new year is a time for celebration with loved ones...

How to Benefit From Charity Trusts

For many, the holidays are a time for giving. But you can donate to...

How to Structure Your Estate So Your Heirs Avoid a Financial Headache

Andrey_Popov/ShutterstockWhen you leave this earth, you want to make sure your loved ones are...

What You Need to Know About Gifting Trusts

It always feels good to give to those you love. But gifting large amounts...

How to Protect Your Finances If You Become Incapacitated

No matter how careful and responsible you’ve been with your finances throughout your life,...

What to Know About Inheriting a Retirement Plan

Vitalii Vodolazskyi/ShutterstockYou may have recently inherited an individual retirement account (IRA) from a loved...

How to Use Gifting Strategies to Reduce Future Taxes

Jack_the_sparow/ShutterstockAffluent families may have to face the burden of the estate tax. This is...

What to Do Before You Claim Social Security

More than 55 million Americans collect Social Security benefits, according to data from the...

What to Do With Your Trump Tariff Rebate

Madalina Kilroy/The Epoch TimesThe United States has collected about $195 billion through President Donald...

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