Life Stages

  1. Avoid These 4 Roth IRA Mistakes in Estate Planning

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  2. Why You Need to Find the Right IRA Beneficiary

    It definitely matters who you pick as your IRA beneficiary—and how you go about it. And in some cases, your best option may be to go with a trust.
  3. What Is a Will and Why Do I Need One?

    Putting this document together will save your family time and money, and give you peace of mind.
  4. Avoid This Life Insurance Policy Pitfall

    Life insurance policies need to be reviewed regularly to make sure that the beneficiary you chose some time ago is still the right choice today.
  5. Estate Planning: 16 Things Prince (and You) Should Have Done

    The must-do list Prince and his advisors should have completed to avoid leaving his family without a will and an estate plan.
  6. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation.
  1. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not to pay off a mortgage.
  2. Where Should I Retire?

    It's not just about money or weather or beautiful scenery and a lively cultural scene. Here, some other real-life ways to think about your post-work life.
  3. How to Decide Where to Live in Retirement

    Here's a guide to help you decide where and how you want to live after retirement.
  4. Divorce and New Social Security Rules: What to Know

    Here’s what you need to know about divorce and Social Security under the new rules that went into effect earlier this year.
  5. Is Your Mortgage Robbing Your Retirement?

    If you picked the mortgage with the lowest possible monthly payment, you may be blowing what could be your retirement money on mortgage interest.
  6. Strategies for a Worry-Free Retirement

    Worried about retirement? Here are several strategies to greatly reduce the chance your nest egg will end up depleted.
  1. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not to pay off a mortgage.
  2. Retiring Soon? Don't Forget These 9 Steps

    You need to chart out where you want your financial path to lead, step by step, if you want to have a fulfilling, positive retirement.
  3. Why Procrastination Will Steal Your Future Wealth

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak havoc down the road.
  4. Early Retirement: Lessons from Celebrities and Politicians

    If you hope to retire early, why not take a page from these celebrity playbooks?
  5. Ready for Retirement? Here Are Some Tips for Baby Boomers

    For those nearing their retirement date, here are a few things that should be organized in the years prior.
  6. Where Should I Retire?

    It's not just about money or weather or beautiful scenery and a lively cultural scene. Here, some other real-life ways to think about your post-work life.

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