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Estate Planning in Trump's America

Nothing--under ordinary times--is certain except death and taxes. But under President Donald Trump--only death is certain.

11/26/16 - 02:40 PM EST

Estate Tax Planning in the Trump Presidency

'Stay healthy' - key advice for wealthy seniors until the estate tax dust settles in D.C.

11/19/16 - 02:40 PM EST

When to Take Social Security

When to Take Social Security

One of the biggest decisions any American must make pre-retirement is when to take Social Security.

12/04/16 - 05:00 PM EST

How Your Health Savings Account Can Fund Retirement

How Your Health Savings Account Can Fund Retirement

A health savings account can do more than just pay for this year's medical bills. It can supercharge your retirement savings with a triple tax-free boost.

12/04/16 - 04:00 PM EST

7 Steps for Planning Your Retirement

7 Steps for Planning Your Retirement

As to-do lists go, this is one you might not want to ignore.

12/04/16 - 03:00 PM EST

How to Get Your Ex-Spouse's Social Security Benefits

How to Get Your Ex-Spouse's Social Security Benefits

Divorced? You may be able to collect Social Security benefits based on your ex's earnings. But some important limits apply.

12/04/16 - 02:40 PM EST

5 Biggest Mistakes Couples Make in Retirement Planning

5 Biggest Mistakes Couples Make in Retirement Planning

Retirement planning isn't easy. You might think, however, that having a spouse or partner to plan with you would make it easier. Guess again.

12/04/16 - 02:20 PM EST

Recent Social Security COLA Should Be a Warning

Recent Social Security COLA Should Be a Warning

While the 2017 cost of living adjustment for Social Security didn't lead to many cheers, experts say it can serve as a good wake up for Americans.

11/26/16 - 04:00 PM EST

Estate Planning in Trump's America

Estate Planning in Trump's America

Nothing--under ordinary times--is certain except death and taxes. But under President Donald Trump--only death is certain.

11/26/16 - 02:40 PM EST

Thanksgiving Dinner Is a Perfect Time to Discuss Estate Plans

Thanksgiving Dinner Is a Perfect Time to Discuss Estate Plans

Not only is your family typically around on Thanksgiving, but everyone's at least peaceful enough to talk about long-term financial plans.

11/19/16 - 01:40 PM EST

5 Tips on Managing Risk in Your Portfolio

5 Tips on Managing Risk in Your Portfolio

Tickers in this article: AAPL TSLA WMT FB AMZN GOOG

With so many unknowns in the investing world, it's important to manage risk, limiting downside, while protecting upside. These tips can help.

11/20/16 - 04:00 PM EST

How to Minimize the Tax Bite on Your Social Security Check

How to Minimize the Tax Bite on Your Social Security Check

40% of Social Security beneficiaries pay income tax on the benefit. Here's how to minimize that tax bite.

11/20/16 - 01:00 PM EST

Planning to Work in Retirement? Better Start Planning Now

Planning to Work in Retirement? Better Start Planning Now

The big question these days is, should we even call it retirement any more?

11/20/16 - 12:20 PM EST

Estate Planning Needs to Be on Your Retirement To-Do List

Estate Planning Needs to Be on Your Retirement To-Do List

Death is not something people want to talk about. And that is probably one of the reasons so many people do not have an estate plan, or even a will.

09/24/16 - 01:30 PM EDT