“As a small business owner, you have worked incredibly hard to make your business a success. What began as an idea is now, due to your...

“The markers of generational wealth are manifold, from the promise of a good education to the security of homeownership. Wealth begets...

“An irrevocable life insurance trust (ILIT) can provide peace of mind, as you start your estate planning process. If you have a sizable...

“The Secure Act would upend 20 years of retirement planning and stick it to the middle class.” The problem with the Secure Act is that it...

“Perhaps they started saving too late, or they ran into a financial or career setback. That’s one reason why more people are working...

“Deciding who gets the power of attorney is an important step for parents looking to organize their estate and plan for a future without...

“The last thing anyone wants to see is all of that hard work negated at the end of their life. I’ve said this a million times but stop...

“Experts advise closely evaluating your expenses, sources of income and the potential tax implications that come with different types of...

“In fact, 18% of both baby boomers and Gen Xers expect to work past age 74, according to Northwestern Mutual's 2019 Planning & Progress...

“Since its debut nearly 40 years ago, the 401(k) has emerged as one of the premier tools to save for retirement in America. In fact, when...

“I have a sister, who I have not seen or heard from in 40 years, when she said she hated all of us and never wanted anything to do with...

“A power of attorney is a way for you to designate a person of your choice to make decisions for you.” Related documents are the health...

“If you haven’t checked your estate plan in recent years, now may be the time.” In the article “Updating estate plan could save heirs in...

“Denver oil tycoon Jack Grynberg won’t get a penny for the years he spent building a billion-dollar empire for his family, after they...

“…if you’re contemplating moving into an age-restricted community, finding one that’s right for you takes work. While active adult...

“Are you inheriting money from a relative? Or receiving funds from a lawsuit? Or planning to be a lucky lottery winner? Inheriting money...

“Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among...

“I recently received a strange call from a Social Security employee. He told me my Social Security number had been suspended because it...

“Leaving a legacy — sounds like something only wealthy people can do, right? It can be something like making a giant bequest to a...

“The death of pop star Prince is an extreme example of what can happen when people die without a will. After he died in 2016, long-lost...