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Life Stages

Estate Planning

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  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

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  1.

    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 ...

  2. Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.

  3. 5 Ways To Stretch Your Retirement Budget

    Living comfortably can be easy if you follow a simple plan.

  4. A Pre-Retirement Checkup

    Are you on track to post-work bliss? We'll tell you how to find out.

  5. In Retirement, Snowbirds Leave Cold Weather Behind

    Rather than shivering away their golden years, retirees can fly south to winter in sunny locales.

  6. What should you do when you're five years from retiring?

    One of the first steps you should take at this stage is avoid the pitfall many pre-retirees experienced in 2008 – overexposure to stocks. Sure, you'll want to keep a ...

Saving & Budgeting

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  1.

    Planning Your Second Career

    A second career can provide opportunities whether you are worried about outliving your retirement savings, or you want to stay productive and do something meaningful later ...

  2. How To Start Saving For Retirement

    If you establish these money-saving habits and patiently allow your wealth to build, you will be taking some huge steps forward in making your financial future more secure.

  3. Investing In REITs Instead Of Property

    Learn why this one particular REIT is a better investment than holding physical property in your retirement portfolio.

  4. Retirement: The One Thing Couples Shouldn't Do Together

    Staggering retirement can have both financial and emotional benefits for married couples.

  5. Managing Income During Retirement

    Learn some sensible strategies for making your hard-earned savings last for as long as you need them.

  6. Retirement Savings Tips For 35- To 44-Year-Olds

    Learn how the "sandwich generation" can save for retirement while taking care of their kids and parents.