Latest
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A Roth Conversion Alternative That Addresses Long-Term Care
Here are some strategies for utilizing whole life or indexed universal life policies as an alternative to Roth IRA conversions.
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This Trust Can Protect Your Assets From Long-Term Care Costs
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly.
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Four Ways to Prevent Feeling Regret in Retirement
Making financial plans for decades into the future can be daunting, but focusing your efforts is key to achieving freedom, financial and otherwise, in your golden years.
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Finding the Right Home Health Care For You
Kiplinger reviews how to find the right home health care for yourself and your situation.
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Estate Planning in Six Manageable Steps
Getting started on your estate plan can be daunting. Breaking the process down into these six smaller tasks can help you avoid getting overwhelmed.
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Four Things You Need to Know About Your Aging Parents
When it comes to estate planning for your aging parents, knowledge about their wishes and finances is power.
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Ready to Retire? Here Are Four Tips for the Transition
Before you take the retirement plunge, you might want to make sure each of these things is addressed so you can focus on enjoying your golden years.
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Should You Take the Survivor Option on Your Pension?
In some cases, you could buy life insurance instead and get a better deal in protecting your spouse. There are some things to keep in mind, though.
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How (and Why) to Talk Money at Your Family Dinner Table
Believe it or not, your teenagers want to hear what you have to say about money and your family’s financial decisions. But be willing to listen, too.
