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Estate planning ensures financial security for your loved ones if something should happen to you by protecting your hard-earned assets – such as your home, investments, retirement accounts and life insurance.
See More On: Estate Planning | Wealth Management
Before you dig into costs, benefits and contingency plans, step back and look at the big picture. This decision is bigger than budgets and life-expectancy tables. It's about your family and your wishes for them as well as yourself.
See More On: Long-Term Care Insurance | Making Your Money Last
Even simple estates need a plan, whether it be a will or possibly a trust. Putting your plan together is like climbing a ladder: Just take it one rung at a time.
A confluence of financial conditions during this challenging time means that some families with very large estates may want to consider taking steps soon that could potentially help them avoid paying federal estate taxes later.
I've never seen anything like the CARES Act for small businesses. Here's how to take advantage of this economic stimulus opportunity.
See More On: Small Business | Loans | Making Your Money Last
If illness puts you out of work for weeks, how will you get by? Now is the time to get your ducks in a row, just in case.
See More On: Careers | Employee Benefits
To understand, you need to know a few bond basics. Here's a primer on how bonds work, and how disruptive events like the coronavirus and falling interest rates can affect their performance.
See More On: Saving for Retirement | Stocks & Bonds
The SECURE Act has changed a lot of the retirement rules we’ve been living by for years. Take a look at the most significant changes and see how you might be affected.
See More On: Saving for Retirement | Required Minimum Distributions (RMDs) | Wealth Management
Businesses of all types are adjusting to the new normal, and wealth advisory services are changing with the times, too. Some of these changes eventually might not be for the best.
See More On: Financial Planning | Wealth Management
Making smart decisions in times of panic isn't easy, but those who keep cool heads, follow the plan and take some calculated steps could help grow their wealth for generations to come.
See More On: Wealth Management
Pick your plan, and your planner, with your eyes wide open. The ability to dig beneath the surface of a pitch can be a retirement saver's best friend.
If you are quarantined or under a lockdown and can't get to a notary, how can you get your will, trust and other documents executed? Don't give up. There are ways to get it done without leaving home.
Whether you're worried your job may be on the chopping block or you’ve seen your retirement investments take a big hit, there are ways to help protect your financial future right now.
See More On: Wealth Management | Financial Planning
While we can't control the stock market, we do have control over many aspects of our retirement savings. Here are five ways to help tackle market uncertainty and market volatility for retirees and those close to retirement.
See More On: Saving for Retirement | Making Your Money Last | Markets
Yes, the COVID-19 pandemic is scary. But there are ways to channel that anxiety in a positive direction.
See More On: Family Finances | Making Your Money Last
We all should be asking ourselves what we can do to help others during this difficult time. Forgiving rent is a good place to start.
See More On: Small Business
The CARES Act could put money in Americans' pockets soon, but those checks and the relief for small businesses may not come soon enough for some. To hold them over, here are some strategies to try in the meantime.
See More On: Small Business | Making Your Money Last