Life Stages

Estate Planning

  1. Tax-Efficient Wealth Transfer

    Taxpayers with large taxable estates were required to take steps to reduce them before 2011.
  2. Tax-Saving Advice For IRA Holders

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  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. Gifting Your Retirement Assets To Charity

    There are several things to consider when it comes to this type of charitable giving. Make sure you're well informed.
  5. Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs.
  6. Ethical Wills Share Final Thoughts With Heirs

    This document allows a testator, the person making the will, to leave a personal legacy.

Health & Home

  1. New Retirement Living Option - And Income Source

    Here's a new option for retirement planning that could help three generations of a family – and be the glue that binds them together.
  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. What's the Best Time to Get Long-Term Care Insurance?

    Consider applying for long-term care insurance much sooner than you'll need it. If you wait too long, premiums will likely be much higher or you may be denied altogether.
  4. America's Frozen Pension Dilemma

    Unfortunately, there are several factors that have eroded the presence of pension plans in America, and workers need to be prepared to replace that expected income for their ...
  5. 5 Ways To Protect And Grow Your Retirement: Whether You’re 45 Or 75 Or Somewhere ...

    Investors who take steps now can shield themselves from the coming challenges thrust upon retirees.
  6. How Baby Boomers Will Change The Way Others Retire

    Generation X and Generation Y still have many lessons to learn from their elders, including how to make the most of retirement in the 21st century. Find out what retirement ...

Saving & Budgeting

  1. Don't Forget To Take Minimum Distributions

    Take the right required minimum distributions from IRAs, 401(k)s and the like, starting the year you reach age 70 ½. There's a huge 50% penalty for being wrong.
  2. New Retirement Living Option - And Income Source

    Here's a new option for retirement planning that could help three generations of a family – and be the glue that binds them together.
  3. 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.
  4. Retirement Plans From Around The World

    How does the rest of the world stack up against the U.S. when it comes to planning and saving for retirement?
  5. Peri-Retirement: The New Life Transition

    Use your 30s and 40s to imagine new life options – and try them on for size
  6. Don't Retire Early - Change Careers Instead

    Many people who long for early retirement simply may have never known what it's like to enjoy going to work every day. A better goal for some: Shoot for a mid-life career ...