Estate Planning
Aging Parents and Finances: How to Protect Them Without Taking Over
Worried about aging parents and their finances? Learn how to prevent costly mistakes, reduce fraud risk, and plan ahead.
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Estate Planning
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.
Estate Planning
The Gentle Art of Swedish Death Cleaning: 7 Reasons to De-Clutter Your Home When You Retire
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now…
Estate Planning
The Pros and Cons of Inheriting a House: Understanding How to Make Good Plans for Your Heirs
Explore some of the issues around the family home and how it works as an inheritance.
Estate Planning
What Is Umbrella Insurance and Do You Need It?
Umbrella insurance adds extra liability protection but it isn’t for everyone. Learn who needs it and what it covers.
Estate Planning
17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior 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.
Estate Planning
How and Why to Pass on Financial Values to Your Heirs
Most parents want their kids to be good with money. The harder question is how to actually make that happen — especially when kids aren’t exactly asking for fin…
Estate Planning
What Happens When You Inherit Money? 7 Ways to Prepare
Inheriting money sets off 3 things fast: taxes, timing rules, and decisions people rush into. Here’s what to expect.
Estate Planning
Top 10% Wealthiest Retirees Have $3M. How Do You Compare?
The top 10% wealthiest retirees have about $3.0M in net worth. See what the top 1% have, and where you stand.
Estate Planning
Average Inheritance: How Much Are Parents Leaving to Heirs?
See figures by trust, education, and wealth tier, from $6,100 for the least wealthy to $2.7 million for the top 1%, plus what it means for your plan.
Estate Planning
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.
Estate Planning
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!
Estate Planning
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…
Aging Well
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.
Estate Planning
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.
Aging Well
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 financ…
Estate Planning
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 ca…
Estate Planning
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 sim…
Estate Planning
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 t…
Estate Planning
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…
Estate Planning
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.
Estate Planning
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.
Estate Planning
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!
Estate Planning
How and Why to Pass on Financial Values to Your Heirs
You worked and saved for years, you can now can sit back satisfied with a job well done and enjoy some leisure. However, are you planning on leaving something t…
