August 28, 2020 •
Estate Planning ![]()
Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.
Read MoreAugust 18, 2020 •
Estate Planning ![]()
Immediate annuities (also known as payout or income annuities) require you to pay to an insurance company. The insurer will send you a stream of payments, starting right away.
Read MoreJuly 2, 2020 •
Estate Planning ![]()
If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.
Read MoreMay 19, 2020 •
Estate Planning ![]()
There are many ways to implement a successful retirement strategy. One of them is to carefully map out a sensible financial plan and then stick to it through thick and thin. Another is just to wing it, using your intuition and gut feelings, and hope for the best.
Read MoreMarch 30, 2020 •
Estate Planning ![]()
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
Read MoreMarch 27, 2020 •
Estate Planning ![]()
You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.
Read MoreMarch 19, 2020 •
Estate Planning ![]()
Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.
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The estate tax in the United States is a tax on your right to transfer property to other individuals upon your death, according to the IRS. In other words, when you die, the U.S. government might be entitled to a portion of your assets before the remainder can be passed to your heirs. Not all inherited assets are subject to the estate tax. In fact, the U.S. estate tax only affects the wealthiest households.
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