How to Make Beneficiary Designations Better

September 8, 2020

Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.

How Do I Survive Job Loss in My 50s?

September 3, 2020

Losing a job is almost always traumatic. In your 50s, job loss can be devastating — and devastatingly common.

Can I Avoid Family Fighting with Estate Planning?

September 1, 2020

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents’ estate plan.

10 Tips for Those Adjusting to Homeschooling

August 31, 2020

With the number of children learning at home jumping from 2.5 Million to 55.1 Million households due to the coronavirus, many parents need help coping.

Inherited IRAs Require Careful Handling

August 27, 2020

One wrong decision can lead to expensive consequences, and good luck trying to persuade the IRS to give you a do-over.

Why Is Trust Funding Important?

August 25, 2020

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Will I Live Longer if I Babysit the Grandchildren?

August 20, 2020

Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.

Does Smell Loss Indicate Dementia?

August 18, 2020

Seniors who can identify smells like roses, turpentine, paint-thinner, and lemons, and have retained their senses of hearing, vision, and touch, may have half the risk of developing dementia as their peers with marked sensory decline.

What Happens if a Power of Attorney Is Rejected?

August 13, 2020

The possibility that a power of attorney might be rejected may be one reason not to simply pull a form off the internet and hope it will be accepted.

What Should I Know about Beneficiaries?

August 11, 2020

When you open a financial account, you’re often asked to name a beneficiary. Simply stated, a beneficiary is someone who is entitled to the benefits of the account on the death of the account holder. For example, if you’ve purchased life insurance, you name a beneficiary who receives the benefits of the policy when you pass away.

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