“Here’s one answer to the “Where to go next?” question being asked by those inching toward retirement, or those looking to escape the...

“There's nothing wrong with looking forward to retirement and even planning an early exit from the workforce.  However, Americans may be...

“If you’ve faithfully set aside money for retirement over the years, it pays to sit down and review your finances before you leave your...

“First, why is a trust better than a will? Can I serve as the trustee? Where do my kids get a copy of the trust after I die?” It is...

“All working Americans need retirement savings, regardless of gender. However, the need is particularly strong for women, since they have...

“A financial planner’s client was traumatized in the dentist’s chair, but it was not the drill that scared her. It was the dentist’s bad...

“Bringing the family and support network together to discuss a loved one’s changing situation and available options, is a crucial step in...

“Many parents fail to get their financial affairs in order, neglecting to take care of such things as wills, living wills and powers of...

“There still are many sound nontax reasons to revisit estate planning and possibly update your prior documents.” Even with the doubling...

“Even if you’re not a millionaire, you may have reached a stage where you think, It’s enough. It could even be a bit too much. A second...

“Anyone saving for retirement has probably had to decide between saving in a Roth account versus a traditional retirement account.” If...

“Ever since his untimely death, the press and the public hasn't been able to get enough of Anthony Bourdain. His name caused another...

“There are documents pertaining to health, money, and college records, that your child can sign to give you some peace of mind. Not all...

“Every month or so, 49-year-old Amy Pickard hosts a potluck gathering at her apartment. They've been described as death Tupperware...

“The 88-year-old astronaut, who participated in the historic Apollo 11 mission in 1969, is in the midst of a legal battle, since his...

“401(k)s are great for saving for retirement.  However, they’re quirky. Even the most-seasoned savers have questions.” When can I start...

“Got a dusty old binder with your will and estate plan? Even if you had your paperwork set up a few years ago, your documents are all now...

“When the topic of estate planning comes up, talk about taxes is soon to follow. That train is rarely late. Taxes are important, but they...

If you have a long-term partner who you want to make sure is taken carry of after you pass away, getting married is not your only option....

If you do not hold title to your assets in a way that compliments your estate plan, then your estate can face difficulties. Houses, cars,...