estate planning

One of the most common and costly IRA mistakes is failing to keep beneficiary paperwork up to date, a retirement expert warned this week, as Americans hold a growing share of their wealth in the accounts. Expert Warns Outdated IRA Beneficiaries Are Costly It's "the biggest mistake people make,"...

As you look to transition from active investing and into harvesting retirement income, there are numerous changes in retirement planning that you should be aware of. The ever-changing landscape can be overwhelming, with headlines capturing attention but often failing to provide a clear...

Regardless of how old you are, there's something you should be doing to prep for retirement. From basic planning strategies to hunkering down for the last lap, keep track of where you are on the journey. It starts much earlier than most people assume. Before 25 While advice for young adults...

This article is part of an ongoing series about the importance of end-of-life care planning at all ages. Check out part two to this installment here. Just like brushing your teeth or going to work on time, there are parts of being a fully functional adult within society that you just have to do. It...

This article is part of an ongoing series about the importance of end-of-life care planning at all ages. Check out part one of this installment here. Not only are Millennials not talking about end-of-life care with their parents, according to the American Bar Association, "Statistical studies show...

Inevitably, talks around retirement planning will lead to talks around estate planning. While these are not the most enjoyable of conversations to discuss in depth, they are an essential part of planning for your unavoidable future. Although estate planning is not a prerequisite to death (not...