Reasons Not to Write Your Own Will
Maybe you have seen those will-in-a-box kits. Maybe you have even considered picking one up. Think twice about that. While you can draft a will on your own, there are […]
Your Estate Planning Checklist
Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who pass away without their financial affairs […]
Talking About Money Before & After You Marry
No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can lead to a fight and possibly even an impasse in […]
Getting Financially Fit for Retirement at 50
When you turn 50, retirement starts to seem less abstract. In terms of retirement planning, a 50th birthday can act as a wake-up call. It may offer a powerful reminder […]
What Beneficiaries Need to Know
If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets […]
Women, Longevity Risk and Retirement Saving
Will you live to be 100? If you’re a woman, your odds of becoming a centenarian are seemingly better than those of men. In the 2010 U.S. Census, over 80% […]
Retirement and Your Budget: Credits and Debits
Just like any major life event, retirement brings about a lot of unexpected changes. Many of these changes will be in lifestyle, hobbies, or location, but the most worrisome for […]
Planning for New and Impending Social Security Changes
From middle-aged wage earners to current retirees, just about everyone is eager to know what they can expect of Social Security in the coming years. People are living longer lives […]
Fast Forward: How Retirement Is Changing
Predicting the future is not an easy task, particularly in a world that’s begun changing more and more rapidly with every passing day. Unfortunately a lot of people on all sides […]