Good financial and estate planning is key for allowing you to implement successful financial planning strategies all throughout your life. Knowing what you might anticipate in the future can help you adjust your plans to be as capable as possible of adapt ...
Who Will Get Your Retirement Account When You Pass Away?
Did you know that outside of your will, there are other pieces of paper you will need to file with certain account managers to verify that you have named a beneficiary? The vast majority of most people's savings and retirement holdings are located in reti ...
Why Newly Married Couples Need to Discuss Their Retirement Plans
Financial conversations need to happen when you have recently gotten engaged and are planning ahead for your wedding. While the wedding is certainly the big …
When Should You Start Taking Social Security Benefits?
Most advisors recommend waiting as long as possible to begin collecting Social Security benefits. Suze Orman, a contributor to AARP Magazine, makes a strong …