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What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
By Adam Shell Last updated
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Retirees, Here's How to Make a Medigap Switch to Save Money
Making Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.
By David Rodeck Last updated
Making Your Money Last -
3 Changes Coming for Social Security in 2025
Use these three changes in Social Security to plan ahead for 2025.
By Donna LeValley Published
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Three Ways to Prepare for Long-Term Care Expenses in Retirement
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Can Both Spouses Collect Social Security Benefits? What You Need to Know
Both spouses can receive Social Security based on their individual earnings records and at what age they claim benefits
By Kathryn Pomroy Last updated
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Best Places to Retire in the U.S.
Whether it's warmer weather, quality healthcare or a low tax burden, Florida ranks number one as a retirement paradise.
By Kathryn Pomroy Last updated
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Over 75% of Americans Have Financial Regrets. Where Do You Fit In?
Americans' top regret is not starting to save early enough for retirement. Here's what you can do about this and other financial regrets.
By Kathryn Pomroy Published
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Do 1031 Exchanges Make Sense for Baby Boomers?
Here are four scenarios in which a 1031 exchange to defer capital gains taxes would be worth exploring if you're a Baby Boomer selling property.
By Evan T. Beach, CFP®, AWMA® Published
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A Different Way to Approach Your Mortgage in Retirement
Conventional wisdom says don't carry any mortgage into retirement, and if you can manage that debt-free feat, good for you. But there are other options.
By Jerry Golden, Investment Adviser Representative Published