Javier Simon
Author
Javier Simon is a freelance personal finance writer for The Epoch Times. He specializes in retirement planning, investing, taxes, fintech, financial products and more. His work has been featured by major publications including Fox Business, The Motley Fool, NerdWallet, and Money Magazine.
LATEST
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Choosing the right living trust depends on how much control, protection, and flexibility you need.
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What to Do With Your Portfolio in the Final 5 Years Before Retirement
Five years from retirement is the critical window to rebalance your portfolio, boost savings, and lock in reliable income for a secure retirement.
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The Best Tax Moves to Make Before You Retire
Smart tax planning before retirement can help you manage RMDs, reduce taxes, and keep more of your savings.
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Understanding Financial Planning in a Divorce
How to safeguard your finances, accounts, and retirement plans when ending a marriage.
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New Year Retirement Tips
As the New Year begins, here are key retirement actions to review and consider now.
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How to Benefit From Charity Trusts
How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
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How to Structure Your Estate So Your Heirs Avoid a Financial Headache
A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
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What You Need to Know About Gifting Trusts
Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
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How to Protect Your Finances If You Become Incapacitated
A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
|
Estate-Planning Moves Every Retiree Should Make
Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
|
Revocable Trust or Irrevocable Trust: Which Is Right for You?
Choosing the right living trust depends on how much control, protection, and flexibility you need.
|
What to Do With Your Portfolio in the Final 5 Years Before Retirement
Five years from retirement is the critical window to rebalance your portfolio, boost savings, and lock in reliable income for a secure retirement.
|
The Best Tax Moves to Make Before You Retire
Smart tax planning before retirement can help you manage RMDs, reduce taxes, and keep more of your savings.
|
Understanding Financial Planning in a Divorce
How to safeguard your finances, accounts, and retirement plans when ending a marriage.
|
New Year Retirement Tips
As the New Year begins, here are key retirement actions to review and consider now.
|
How to Benefit From Charity Trusts
How charitable trusts and donor-advised funds can help you support causes you care about while generating income and tax benefits.
|
How to Structure Your Estate So Your Heirs Avoid a Financial Headache
A few key estate planning moves today can help you protect your legacy and spare your family unnecessary stress.
|
What You Need to Know About Gifting Trusts
Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
|
How to Protect Your Finances If You Become Incapacitated
A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
|
Estate-Planning Moves Every Retiree Should Make
Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
|