E.g., 01/22/2022
E.g., 01/22/2022
275search results
Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming.
  | Planning

Is Your Retirement Plan Realistic?

Whether you're years away from retirement or are about to leave the workforce for good, it's critical to have a well-thought-out plan in place.
The differences between men and women go way beyond the physical - even after passing. Because women typically outlive their counterparts, it is even more crucial for them to educate themselves about estate planning.
After a lifetime of hard work, you’ve earned your retirement—and all the benefits that come with it, including Social Security. But if you’re retiring before your full retirement age and have other sources of retirement income, you may want to put off applying for your Social Security benefits. Here’s why.
charitable giving
‘Tis the season for giving – and saving, too. If you’ve been planning to donate this year, don’t wait any longer. For tax purposes, you must give by December 31. Here are a few tips on how to make the most of charitable giving this year:
We all know saving for retirement matters, but many of us aren’t sure how to go about it. Fortunately, you can take one simple step right now to help make sure you’re prepared.
  | Planning

4 Must-Dos Before Retirement

The last thing you want to do is retire and, a few years into it, find yourself scrapping for cash just to make do. Here are a few "to-dos" before you head into retirement.

Pages