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Tips to Help Single Women Struggling to Save for Retirement
The gender wage gap and taking time away from the workplace for caregiving duties make saving for retirement a bigger challenge for many women.
By Kristi Martin Rodriguez Published
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Proposed Change in Social Security Could Mean More Money for Retirees
A proposed bill could change how the Social Security COLA is calculated, resulting in higher benefits for retirees.
By Erin Bendig Published
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Five Reasons to Take Social Security Early (and Four Reasons to Wait)
Are there good reasons to take Social Security early? While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Published
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A Letter of Wishes: No Legal Power But Powerful Nonetheless
A letter of wishes lets you explain, in plain language, your intent behind your estate documents, potentially heading off any misunderstandings or disputes.
By Steve Lockshin Published
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Six of the Best Assets to Inherit
inheritance If you really want to help your heirs, these are some of the best assets to leave them.
By David Rodeck Last updated
inheritance -
States That Won't Tax Your Death
Estate Taxes How much will your children —or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington Last updated
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Five Ways to Make Retirement a Little Less Scary
To avoid lying awake at night once you’re retired, consider having these strategies in place before you take the plunge.
By Evan T. Beach, CFP®, AWMA® Published
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With Irrevocable Trusts, It’s All About Who Has Control
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
By Rustin Diehl, JD, LLM Published
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How to Retire Early by 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Published