Life Stages

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. Permanent Life Policies: Whole Versus Universal

    Permanent life insurance combines lifetime insurance with savings to provide lifelong security. Premiums are quite high because they’re partially invested.
  1. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple calculations.
  2. Helping Couples Strategize for Social Security

    Even with the elimination of the file-and-suspend option for couples claiming Social Security, there are strategies they can use to maximize benefits.
  3. How to Know When You Should Claim Social Security

    Understanding the options for claiming your social security benefits is an essential part of your retirement plan.
  4. When You Should File Early for Social Security

    Filing early for Social Security can make sense. Here's a list of when it's appropriate to ignore the conventional wisdom of waiting as long as you can.
  5. 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.
  6. 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.
  1. Are We in a Baby Boomer Retirement Crisis?

    Data paints a gloomy picture for Baby Boomers and their retirement. So how bad is it? We take a look at the latest research.
  2. What Does It Cost to Retire in Costa Rica?

    Tally up the costs associated with taking your retirement in Costa Rica, and determine whether you have what it takes to live in paradise.
  3. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple calculations.
  4. Avoid These 4 Retirement Account Mistakes

    The top 4 mistakes investors should avoid in their retirement accounts.
  5. How to Create a Worry-Free Retirement Income Plan

    A retirement income roadmap has many moving parts and may seem overwhelming at first to put together. Here's how to get started.
  6. 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.

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