Estate Planning

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.

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What Happens When You Inherit Money? 7 Ways to Prepare

Knowing what happens when you inherit money can enable you to improve plans for your own life.

June 20, 2024
wealthiest retirees

Are You Among the Wealthiest (Top 5%) of All Retirees?

What does it take to be the top 1%, 5%, 10%, or 50% for wealth in retirement? See how wealth is defined and where you stand.

May 16, 2024
average inheritance

Average Inheritance: How Much Are Retirees Leaving to Heirs?

Explore average inheritance numbers. Find out if you can you afford retirement and a financial legacy and get tips regarding what to leave behind.

April 4, 2024
revisiting estate plans

Revisiting Your Estate Plan: Ensuring Your Wishes are Fulfilled

Revisit your estate values and plans annually to make sure everything is up to date and to ensure your long term wishes are fulfilled.

January 25, 2024
sudden wealth event

A Guide to Managing Sudden Wealth: Key Financial Considerations

Inheriting money? Won the lottery? Here is what you need to know for long-term financial security after experiencing a sudden wealth event. 

December 20, 2023
home as inheritance

The Pros and Cons of Using Your Home as an Inheritance for Your Heirs

Explore some of the issues around the family home and how it works as an inheritance.

November 22, 2023
death cleaning

7 Reasons to De-Clutter Your Home for Retirement

Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.

Read now…

November 21, 2023
family money

Family and Money: 12 Tips for Discussing Finances and Retirement with Your Loved Ones

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!

November 15, 2023
retiring alone

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

May 10, 2023
financial values

How and Why to Pass on Financial Values to Your Heirs

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.

September 21, 2022

10 Reasons Why Talking About Money Can Give You a Better Future

Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.

August 3, 2022

9 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)

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…

May 12, 2022

Advice from Betty White on Not Retiring, Aging Well, and Living a Happy Life

Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.

January 13, 2022
donor-advised funds

What is a Donor-Advised Fund?

Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.

October 7, 2021

New Movie Highlights Scam: Explore 9 Tips to Protect Yourself from Predatory Guardianship

“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…

February 25, 2021

6 Meaningful Ways to Leave a Financial Legacy to Your Heirs

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…

July 7, 2020
trusts

How to Ensure a Meaningful and Long-Lasting Legacy With a Purpose Trust

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…

July 3, 2020

3 End of Life Discussions You Must Have

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…

June 30, 2020
straight talk

4 Reasons Why Straight Talk About Retirement Can Give You a Better Future

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…

June 29, 2020
estate planning coronavirus

Estate Planning: 11 Documents You Need for Coronavirus and Always

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.

April 2, 2020
estate taxes

Estate Taxes: Where You Live is a Big Factor for How Much Your Heirs Will Pay

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.

March 13, 2020

Family and Money: Tips for Discussing Finances and Retirement with Your Loved Ones

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!

September 19, 2019
financial values

How and Why to Pass on Financial Values to Your Heirs

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.

September 19, 2019

10 Reasons Why Talking About Money Can Give You a Better Future

Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.

September 19, 2019

NewRetirement Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.