Latest
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How Finances Can Improve for Retirees — and the Next Two Generations
Hypothetical retirees from 2017 are in much better financial shape today, thanks to annuities and higher interest rates. Their kids and grandkids stand to also reap the benefits.
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What You Can Do Now to Avoid Paying Higher Taxes in 2026
Tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025, but steps you take now could put you in a better financial position.
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Five Ways to Embrace Inclusion in Your Estate Planning
You can create positive change by applying inclusion, diversity, equity and accessibility (IDEA) principles when you plan your estate.
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Three Essential Strategies for Managing Your Inheritance
Before you start spending your windfall, take some time to figure out your taxes, how you might invest and what your long-term plan looks like.
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Hospice Is Often Misunderstood: What Is It, and Who Is It For?
Many of us neglect end-of-life preparations until we’re forced to make difficult decisions in the moment. How can hospice care fit into that planning?
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Estate Planning and the Legal Quirks of Retiree Cohabitation
Creating an estate plan for an unmarried couple is already challenging, but when the cohabitating couple are in their golden years, it’s especially tricky.
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Seven Financial Planning Stops to Put on Your Map to Financial Security
Creating a comprehensive plan is just the start, though. Checking in regularly to make sure you’re still on track is imperative.
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How Might the Great Wealth Transfer Change Society?
As $84 trillion in assets move from Baby Boomers to younger generations, we could see a greater emphasis on financial technology and investing based on values.
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Six Estate Planning Tips for Younger Generations
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
