It Is Wise to Plan Carefully before Taking Out Retirement Funds
If you think saving for retirement is complicated, try figuring out how to withdraw retirement funds while minimizing taxes.
September 26, 2021
How Is Social Security COLA Calculated?
For the average recipient, the 2021 monthly increase doesn’t even cover a fill-up at the gas station — but it beats nothing.
September 26, 2021
What Happens If You Inherit a House with a Mortgage?
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
September 26, 2021
Should I agree to Be an Executor of an Estate?
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.
September 20, 2021
What Social Security Errors Do Woman Frequently Make?
Women face unique challenges when planning for retirement. Making these mistakes can result in less income.
September 20, 2021
Common Estate Planning Mistakes and How to Avoid Them
Even those with the best of intentions can fall into the trap of estate planning misinformation. Estate planning attorneys frequently hear rumors and ill advice disguised as facts.
September 20, 2021
What Should Women Know about Long-Term Care?
Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.
September 20, 2021
What Should I Do with an Inherited IRA?
You’ve inherited an individual retirement account, or IRA. Now what?
September 20, 2021
Key Dates for Planning Retirement
Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.
September 14, 2021
What Not to Do when Creating an Estate Plan
Sometimes people attempt to make an estate plan online without consulting legal and financial professionals to avoid the higher cost. However, everyone’s situation is unique, and using a boilerplate estate plan can lead to mistakes.
September 14, 2021
