Retirement
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Common Estate Planning Mistakes
Have you avoided the eight most common estate planning mistakes? Your family will thank you.
By Daniel Bortz Last updated
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Social Security Earnings Tests: 5 Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
By Jackie Stewart Last updated
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SECURE 2.0 Act Summary: New Retirement Plan Rules to Know
Retirment Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.
By Kelley R. Taylor Last updated
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How to Apply for a Social Security Card Replacement
Basics Applying for a Social Security replacement card, especially online, can be fairly straightforward. You just need the right documentation on hand.
By Jackie Stewart Last updated
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What You Can Learn from Blue Zones
Many of the tactics used to increase longevity in "blue zones" are attainable, and as people age longer, habits and financial planning need to adapt accordingly.
By Quincy Williamson Published
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Whole Life Insurance: A Multipurpose Financial Planning Tool
retirement Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.
By Michael Aloi, CFP® Last updated
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Is a Phased Retirement Right for You?
Want to keep working, just not as hard? A phased retirement may just be the answer.
By Kimberly Lankford Published
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What to Put in a Safe Deposit Box
home These valuables and documents, along with some items you hold dear, should be stored securely at your bank.
By Bob Niedt Last updated
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Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt Last updated
savings