Financial Planning
Latest
-
Put an Estate Plan in Place
Financial Planning When putting an estate plan in place, start with the basics, like creating a will.
By Janet Bodnar Last updated
Financial Planning -
14 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
By Bob Niedt Last updated
retirement -
Retirees, Make the Most of a Backdoor Roth IRA
Financial Planning A backdoor Roth IRA enables wealthier individuals to to earn tax-free income. But how long will that back door remain open?
By David Rodeck Last updated
Financial Planning -
Annuities: 10 Things to Know
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
By Sandra Block Last updated
annuities -
How Snowbirds Can Establish Residency in Florida for Tax Purposes
State Tax Snowbirds in the Sunshine State who want to avoid state income taxes in retirement must satisfy Florida residency requirements.
By Rocky Mengle Last updated
State Tax -
11 Costly Medicare Mistakes You Should Avoid Making
Medicare If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
By Donna LeValley Last updated
Medicare -
7 Things Medicare Doesn’t Cover
Healthy Living on a Budget Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. But Medicare Advantage has problems, too.
By Donna LeValley Last updated
Healthy Living on a Budget -
How Much Umbrella Insurance Do I Need?
umbrella insurance Having too much liability insurance is better than having too little. Use our calculator to determine how much umbrella insurance is right for you.
By Erin Bendig Last updated
umbrella insurance -
Junk Bonds Are Anything But
Becoming an Investor It is time for high-yield skeptics to concede that the rewards from junk bonds trounce the perceived risks.
By Jeffrey R. Kosnett Last updated
Becoming an Investor