What are the biggest mistakes people make when managing their retirement accounts? This week on Decoding Retirement, Robert ...

Consider supplementing your traditional legal documents with this essential road map to guide your loved ones through the emotional and logistical details that will follow your loss.

Preparing for retirement involves more than just financial planning, it’s about envisioning a fulfilling next chapter.

The city solicitor’s office acknowledged that the deeds in question involve “no or nominal actual consideration,” yet insists ...

There are many types of families in modern society, and blended families are one of the most common. In this case, one or ...

Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.

Unpaid caregiving is work and should be recognized as such.” That’s Congresswoman Gwen Moore, talking to a reality millions ...

Assets that are not part of the probate process include retirement accounts (like a 401 (k) or IRA), annuities, or life insurance. For many people, these assets constitute the bulk of their life ...

6. Keep Your Beneficiaries Up to Date A job change is a great time to review and update your 401 (k) beneficiaries. Life changes like marriage, divorce, or the birth of a child can affect who you want ...

And make sure you name contingent beneficiaries too, in case your primary beneficiary isn't able to inherit. Ultimately, an annuity doesn't have to be a "use it or lose it" investment.