Latest
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Three Steps to Simplify Paying Your Taxes in Retirement
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties.
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More SECURE 2.0 Retirement Enhancements Kick in This Year
Saving for retirement gets a boost with these SECURE 2.0 Act provisions that are starting in 2025.
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The Wrong Money Question to Ask After Trump's Election
If you're wondering what moves to make with a new president moving into the White House, you're being dangerously shortsighted. Here's what to do instead.
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10 Reasons to Leave Your Heirs a Roth IRA
Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.
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Financial Planning: Sisters Should Be Doin' It for Themselves
More and more women are ringin' on their own financial bells (with apologies to Aretha Franklin and Eurythmics) — but that demands a robust financial plan.
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Do You Know the Power of Whole Life Insurance in Retirement?
Worried about legacy planning, market volatility or where to get cash to cover surprise medical or home repair bills? This little-known tool could help.
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7 Estate Planning Best Practices
These tips can help you avoid common trouble spots and create a more effective plan.
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5 Key Components of an Estate Plan — and 7 Others to Consider
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
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Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can.
