How to Protect Loved Ones from Being Disinherited

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If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.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?

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

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?

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’s New in SECURE 2.0 Act of 2022?

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?

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.