While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs.
Protecting Family Money
Women, Money and Today’s Retirement
Despite all of the other advances made in our society in recent generations, women continue to face unique challenges when it comes to preparing for their financial futures.
Who Is Your Beneficiary?
Good planning takes into account both the expected and the unexpected. By building your nest egg, you’re planning for the comfortable retirement you always hoped for.
Transferring Wealth with a Stretch IRA
Want a way to flex some retirement planning muscle? Then consider a “stretch” (inherited) IRA. Not only can this strategy preserve wealth for future generations.
The Benefits of Bypass Trusts
Trying to predict the federal estate tax is about as easy as trying to predict the stock market. After a decade of almost yearly changes.
Stretch IRA: A Handy Estate-Planning Tool
A stretch IRA is a traditional IRA that passes from the account owner to one or more younger beneficiaries at the time of the account owner’s death.
Spring Cleaning — Put Your Financial House in Order
As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed.
Questions to Ask When Drafting an Estate Plan
Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning.
Marriage: Entering a New Investment Life
There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances.
The Impact of a Divorce on Your Finances
Divorce can extract a heavy price — both emotionally and financially. Protecting your financial health during a divorce is crucial.