Making the dream of early retirement a reality requires a particular strategy. What to think about when strategizing for early retirement.

When it comes to creating a sound financial strategy, many people think of creating a diversified portfolio or making sure they’re regularly contributing to their retirement plan. But a good financial plan includes insuring against the unexpected and making sure that no matter what happens, you’re covered.

How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are worried about your will being contested or your heirs fighting over your assets, a revocable living trust may be your best option.

If you’re seeking clarity on how to position your investment portfolio, the daily spew of financial commentary won’t help. To cut past the clutter, let’s revisit our investment selection process, which speaks to the importance of looking past today’s unsettling news in pursuit of your greater, long-term goals.

One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.