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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.
10 Tax Forms Retirees Receive and What They Mean
Knowing what you’re getting and why is important so you can ensure that you or your tax preparer have what’s needed to file your taxes.
By Evan T. Beach, CFP®, AWMA® Published
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
Falling in Love? Three Money Conversations to Have Soon
Talking about dreams and goals, savings and debt and more before making a bigger commitment can help couples head off future financial disagreements.
By Christian Mitchell 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
Four Tips to Get Your Financial Wellness in Shape
You don’t have to achieve financial peace of mind all at once, but budgeting, setting goals, protecting against risk and saving for retirement can get you there.
By Salene Hitchcock-Gear, President of Prudential Individual Life Insurance Published
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
How to Add Treasury Bonds, Bills and Notes to an IRA
investing While you can't use the government's TreasuryDirect website to buy Treasury securities for your IRA, there are other ways to get the securities online.
By Lisa Gerstner Last updatedinvesting
10 Things You Should Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck Published
What Is a 401(k) Retirement Savings Plan?
retirement A 401(k) is a retirement plan sponsored by an employer that offers employees tax incentives to save money for retirement from their paychecks.
By Ellen Kennedy Last updatedretirement