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Estate planning is an important aspect of your retirement plans.
For some, simply funding retirement is the financial goal. Others want to pass on something to heirs. Either way, you’ll get tips for planning what will happen with your estate after you are gone. Learn how to save both you and your heirs money, hassle, and heartache.
Learn how to maximize your estate, save on taxes and make things easy for your loved ones.
Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.
Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event.
Explore some of the issues around the family home and how it works as an inheritance.
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.
The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.
Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.
You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…
This article explores average inheritance numbers. Find out if you can you afford retirement and a financial legacy and explore tips regarding inheritance.
Inheritance is only one aspect of what can be a very emotional time period. It can be useful to know what happens when you inherit money or assets. Below are 7 ways to prepare. 1. Don’t Expect It The old adage, “don’t count your chickens before they hatch,” rings true when it comes to inheritances.…
Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.
Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.
“I Care a Lot” is a new, well-rated movie on Netflix. It is creepy but entertaining, and it also highlights the need for seniors to be aware of potential financial scams — in this case, scams of abusive guardianship. The film, part comedy, part horrifying thriller, follows what happens when a long-term con artist targets…
When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most cases, leaving a legacy for children, grandchildren, or charities – and other causes people are passionate about – takes careful planning and the advice of a financial planner. Read on for…
Preparing for retirement means having a financial plan as well as a good idea for what you want to do during this period of your life. Estate planning has a similar duo of goals: You want to establish clear instructions for how your money and other assets will be distributed as well as figure out…
End of life planning is often the last thing a pre-retiree wants to do. Also known as advance care planning, it’s not usually a top priority because who wants to think about death? But tackling the topic early on not only provides peace of mind, it also ensures your estate and loved ones will be…
It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your personal finances is pretty common, but your financial future may be in jeopardy if you’re not willing to have a straight talk about retirement planning. Straight talk about…
Now is a great time to update your estate plans. Get tips for doing it during coronavirus distancing and find a complete guide to the documents you need.
Trump promises cuts to federal estate taxes. But, unless you are very wealthy, what your heirs pay depends on where you live. Learn your state’s policies.
How to become a millionaire? Increase your wealth? AFTER retirement? Um… No way you might say. So many retirement articles talk about how to make ends meet in retirement. And, most of us are indeed worried about running out of money and ask: “Will my savings really last as long as I do?” However, maybe…
Take financial wellness into your own hands and do it yourself retirement planning: easy,
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