Life Stages

Estate Planning

  1. Special Trusts For Special Needs

    If you or someone you love has a disability, these trusts can help ease the cost of care.
  2. Tax-Efficient Wealth Transfer

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

    Be informed about benefits and deductions that may apply to you and avoid costly mistakes on your return.
  4. 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.
  5. 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.
  6. Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs.

Health & Home

  1. Types Of Social Security Benefits

    Social Security isn't just for the retired. It also pays benefits to the disabled, widows and widowers, children, stepchildren, divorced spouses and more.
  2. Understanding The Social Security Website

    Go to ssa.gov for all things Social Security. To comply with the Plain Writing Act of 2010, its information was rewritten to make it easier to understand.
  3. Who Pays Your Social Security Benefits?

    The short answer is, current earners. Taxes on current wages pay the Social Security benefits of retirees, the disabled, children and other beneficiaries.
  4. Special Trusts For Special Needs

    If you or someone you love has a disability, these trusts can help ease the cost of care.
  5. Death Master File (DMF)

    Also known as Social Security Death Index. A list of people whose deaths were reported to the Social Security Administration since 1962. By definition, the Death Master File ...
  6. Retirement Travel: Good And Good For You

    Research shows a big disconnect between how many Americans dream of travel during retirement and who saves enough to fund those trips. Don't miss out!

Saving & Budgeting

  1. Types Of Social Security Benefits

    Social Security isn't just for the retired. It also pays benefits to the disabled, widows and widowers, children, stepchildren, divorced spouses and more.
  2. Understanding The Social Security Website

    Go to ssa.gov for all things Social Security. To comply with the Plain Writing Act of 2010, its information was rewritten to make it easier to understand.
  3. Who Pays Your Social Security Benefits?

    The short answer is, current earners. Taxes on current wages pay the Social Security benefits of retirees, the disabled, children and other beneficiaries.
  4. Retirement Travel: Good And Good For You

    Research shows a big disconnect between how many Americans dream of travel during retirement and who saves enough to fund those trips. Don't miss out!
  5. 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.
  6. 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.