Retirement Savings and Investments
Top 10% Wealthiest Retirees Have $3.9M: Net Worth by Age
The top 10% wealthiest retirees have about $3.9M in net worth, per Boldin’s analysis of 2025 Fed data. See the top 5% and 1% by age, and where you stand.
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Estate Planning
Estate Planning Checklist for Retirees: 10 Documents
A step-by-step estate planning checklist: the documents you need, how beneficiary designations and probate work, and when to update your plan.
Estate Planning
Average Inheritance in the U.S. Is About $125,000. Most Get Less.
About 1 in 4 U.S. families has received an inheritance. See the median, what comes from parents, trusts, wealth tiers, and what it means for your plan.
Estate Planning
What Happens When You Inherit Money? First Steps to Know
Inheriting money sets off 3 things fast: taxes, timing rules, and decisions people rush into. Here’s what to expect.
Estate Planning
Aging Parents and Finances: Protect Them and Keep Their Trust
Worried about aging parents and their finances? Learn how to prevent costly mistakes, reduce fraud risk, and plan ahead.
Retirement Savings and Investments
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.
Happy Retirement
Swedish Death Cleaning: 7 Reasons to De-Clutter Now
Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year. Read now…
Planning
Pros and Cons of Inheriting a House: A Guide for Heirs
Explore some of the issues around the family home and how it works as an inheritance.
Insurance
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.
Retirement Planning
Retiring Alone: 17 Tips for Solo Seniors
Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.
Financial Wellness
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…
Financial Wellness
10 Reasons Why Talking About Money 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
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 Ways to Help Your Grandchildren Financially
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…
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.
Estate Planning
Predatory Guardianship: 9 Ways to Protect Yourself
“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
Estate Taxes by State: Where You Live Changes What Heirs 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…
Estate Planning
10 Reasons Why Talking About Money 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
How to Increase Wealth… AFTER Retirement…
Too many people think that retirement is a time of drawing down assets. However, it is entirely possible to increase your wealth AFTER you have retired. Um… No…
