A task without a deadline is just wishful thinking. Sometimes, you can get away with...
Archive - December 2019
What Women Need to Know about Social Security
Understanding the rules about Social Security benefits and when to start claiming Social Security...
How Do I Avoid Early Withdrawal Penalties on Retirement Accounts?
Substantially equal periodic payments are one option available to those who really need to tap...
Can I Disinherit a Family Member?
If you don't want your deadbeat brother or even an estranged spouse inheriting your estate, you...
The Often-Overlooked Beneficiary Designation
If you’ve ever spent time working through your estate plan with a professional, you know how...
How Do Special Needs Trusts Work?
The most common question faced by special needs parents and caregivers is, ‘What will happen to...
What Is Probate and How to Prepare for It?
We have all heard the term ‘probate.’ However, we may not be exactly sure what this means. It may...
What Should I Do If I Strike it Rich?
Whether you've just signed a multi-million-dollar contract or won the lottery, here are some tips...
Three Key Employee Benefits for People Working Past 65
The labor force participation rate for the 65-to-74 age cohort is projected to be over 30% by 2026...
How an HSA Could Be the Best Account to Fund for Retirement
It’s been a big year for 50th birthdays. From Jennifer Aniston and JLo to Matthew McConaughey and...