How to Protect Loved Ones from Being Disinherited
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
What’s the Most Common Debt for Retirees?
Talk to any financial adviser, and they will urge you to retire without debt. However, while the goal of beginning your golden years in the black is laudable, the reality can be very different.
Why You Need a Secondary Beneficiary
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
How Does a Trust Work?
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
What are the Big Takeaways for Social Security in 2023?
2022 has been a tough year for many seniors, but the outlook for 2023 shows some potential ‘silver linings.’
What’s New in SECURE 2.0 Act of 2022?
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
What Is Social Security Increase in 2023?
The government has announced a change that may help ease the pain for those who depend on Social Security, along with two others that will affect those who are still working.
It Is Important to Update Your Estate Plan?
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
Costly Mistakes Women Make with Social Security
Retirement planning is an integral part of long-term financial wellness. For women, the process can be especially fraught.
Some Expenses Increase with Retirement
Many major expenses only shrink once you retire. However, health care is hardly one of them.
