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. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Delaying Social Security Can Add Up

    Delaying Social Security Can Add Up

    The age you start collecting Social Security benefits significantly affects how much you will get each month. Do the math before deciding when to file.
  6. 5 Ways To Stretch Your Retirement Budget

    5 Ways To Stretch Your Retirement Budget

    Living comfortably can be easy if you follow a simple plan.
  1. 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.
  2. 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.
  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. 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.
  5. Moving Retirement Plan Assets: How To Avoid Mistakes

    Moving Retirement Plan Assets: How To Avoid Mistakes

    Sometimes things go wrong in a simple transfer of funds. Make sure you know how to avoid penalties.
  6. An Overview Of The Pension Benefit Guaranty Corporation (PBGC)

    An Overview Of The Pension Benefit Guaranty Corporation (PBGC)

    Find out how this "retirement lifeguard" can save drowning plans, and why it's unlikely to be a long-term solution to the pension problem.

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