Life Stages

  1. Tax-Saving Advice For IRA Holders

    Tax-Saving Advice For IRA Holders

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

    Top 7 Estate Planning Mistakes

    Many people try to avoid this process altogether, making things difficult for heirs.
  3. Pick The Perfect Trust

    Pick The Perfect Trust

    Trusts are an estate plan's anchor, but the terminology can be confusing. We cut through the clutter.
  4. Designating A Trust As Retirement Beneficiary

    Designating A Trust As Retirement Beneficiary

    Designating a trust as your IRA beneficiary can be beneficial, but it requires proper planning to avoid problems.
  5. Estate Planning: 16 Things To Do Before You Die

    Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  6. Special Trusts For Special Needs

    Special Trusts For Special Needs

    If you or someone you love has a disability, these trusts can help ease the cost of care.
  1. 5 Top Alternatives To A Reverse Mortgage

    5 Top Alternatives To A Reverse Mortgage

    If you have substantial home equity and don't want to do a reverse mortgage to tap it for retirement expenses, cost out these viable alternatives.
  2. Reverse Mortgage Or Home-Equity Loan?

    Reverse Mortgage Or Home-Equity Loan?

    If you have equity in your home and need more cash in retirement, a reverse mortgage – or home-equity loan or line of credit – is an obvious option.
  3. The Income Property: Your Late-In-Life Retirement Plan

    The Income Property: Your Late-In-Life Retirement Plan

    You're nearing retirement age and you don't have the nest egg you need. Here's how an income property can help you make up the shortfall.
  4. Time To Rethink Your Post-Work Needs

    Time To Rethink Your Post-Work Needs

    Don't rely on popular wisdom. Get the facts and plan for a comfortable future.
  5. Reverse Mortgage Pros And Cons

    Reverse Mortgage Pros And Cons

    It's a way to use your home equity for help when you're older. But does it make sense for your family? Here's how to tell and how to protect your spouse.
  6. Retirement: The One Thing Couples Shouldn't Do Together

    Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.
  1. 5 Top Alternatives To A Reverse Mortgage

    5 Top Alternatives To A Reverse Mortgage

    If you have substantial home equity and don't want to do a reverse mortgage to tap it for retirement expenses, cost out these viable alternatives.
  2. Reverse Mortgage Or Home-Equity Loan?

    Reverse Mortgage Or Home-Equity Loan?

    If you have equity in your home and need more cash in retirement, a reverse mortgage – or home-equity loan or line of credit – is an obvious option.
  3. New Retirement Plan Limits For 2011

    New Retirement Plan Limits For 2011

    New changes to the law can have a huge impact on your nest egg.
  4. Don't Forget The Kids: Save For Their Education And Retirement

    Don't Forget The Kids: Save For Their Education And Retirement

    Retirement and education financing are the two most important planning items for taxpayers.
  5. The Income Property: Your Late-In-Life Retirement Plan

    The Income Property: Your Late-In-Life Retirement Plan

    You're nearing retirement age and you don't have the nest egg you need. Here's how an income property can help you make up the shortfall.
  6. Protecting Your Retirement Assets

    Protecting Your Retirement Assets

    Your golden years are meant to be stress free. Keep them that way by protecting your assets.

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