NAI Legacy — with offices in Minneapolis, Chicago and Scottsdale, Arizona — on Feb. 3 announced the official launch of Legacy Property Trust also known as The Retirement REIT, ...

As you ponder passing down financial assets to your heirs, you may want to consider passing down your values as part of the same plan. That’s where financial legacy planning comes in. It’s a term ...

Recently, a new client came into my office with two financial goals. Here’s what he told me: “First, I want to know if I can retire today without worrying that I will run out of money. Second, It’s ...

Forbes contributors publish independent expert analyses and insights. I write about the non-financial aspects of retirement planning. LOS ANGELES, CALIFORNIA - APRIL 14: Jane Goodall attends the Los ...

Dear Amy: I have worked for the same company for more than 30 years, and I am ready to retire in a few months. They have no idea that I am contemplating retirement. What would be an acceptable length ...

Reverse mortgages and senior home equity solutions in general have evolved significantly over the years. However, many people, including older homeowners and their heirs, still hold outdated beliefs ...