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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
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10 Most Tax-Friendly States for Retirees
Taxes in Retirement If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.
By Katelyn Washington Last updated
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A Financial Checklist for Widows
An interview with a financial adviser about the financial steps widows should take.
By Janet Bodnar Last updated
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Pros and Cons of Waiting Until 70 to Claim Social Security
Waiting until 70 to file for Social Security benefits comes with a higher check, but there could be financial consequences to consider for you and your family.
By Patrick M. Simasko, J.D. Published
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What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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10 Things You Should Know About Selling Your Home to Downsize in Retirement
What to know about selling your home in order to downsize in your retired years.
By Laura Vecsey Published