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Is Your Estate Ready if You Experience Cognitive Decline?
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.
Life Insurance Beneficiary: What It Is and How it Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren Published
Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you’re covered on everything from taxes to health care expenses to what happens to your estate when you’re gone.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
Smart Ways to Handle an Inheritance
inheritance A bequest could change your life, but don’t quit your day job.
By Sandra Block Last updatedinheritance
Perplexed by the Gift Tax? Here Are Answers to 10 Common Questions
taxes Generous gifts can sometimes come with tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
By Joelle Spear, CFP® Last updatedtaxes
16 Retirement Mistakes You Will Regret Forever
retirement From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt Last updatedretirement
10 Things You Should Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck Published
12 Surprisingly Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states. Some (if not all) are sure to surprise you.
By Stacy Rapacon Last updatedplaces to live
Estate Plan Check-Ups: Don’t Just Set It and Forget It
Like your preventive doctor visits, you should regularly check in on your estate plan to ensure it’s in good shape for when it’s needed.
By Justin Stivers, Esq. Published
2024 Uncertainty Highlights Need for Estate Plan Flexibility
It's important to make your purpose clear in your estate planning and also include some flexibility that still limits any changes that defy your wishes.
By James J. Ferraro, JD Published