Financial Planning
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What to Do When You’re the Executor
Financial Planning You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial adviser.
By Sandra Block • Published
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Make the Most of Your Charitable Donations
Financial Planning Take a closer look at whether you’re getting the most bang for your donated bucks.
By Rivan V. Stinson • Published
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Don't Give Up on Investing in China
Foreign Stocks & Emerging Markets Turmoil in China has been all over the financial news, but the volatile market is too big to ignore.
By Andrew Tanzer • Published
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Smart Year-End Move: Manage Your Employee Benefits
Financial Planning For 2021, employers may provide a 12-month grace period for both types of flexible spending accounts.
By Rivan V. Stinson • Published
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Don't Get Too Hung Up on a Retirement Savings Number
retirement planning There's tons of advice about how big your nest egg should be for retirement but focusing too much on a single figure can lead to complacency.
By Katherine Reynolds Lewis • Published
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From EBRI's CEO: What's on Retirees' Minds
Empty Nesters Retirees feel more comfortable spending from steady sources of income rather than tapping their nest egg.
By Janet Bodnar • Published
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The Pros and Cons of Target Date Funds with Tony Drake
Financial Planning The simplicity of target date funds has made them popular, particularly among 401(k) savers. But investors may be paying a price.
By David Muhlbaum • Published
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Oh Unlucky Heirs with Tim Steffen
Financial Planning Just because you’re in the will doesn’t mean you’re sitting pretty. Also: Does October deserve its scary reputation for stocks?
By David Muhlbaum • Published
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A Simple Portfolio Is All You Need
Financial Planning It’s possible to build wealth with only a few funds—or even just one.
By Adam Shell • Published