Here are some expert tips from professional financial planners and advisors on how a same-sex couple can best plan for a long and secure future together.
If you've given any thought to planning your retirement, you've likely considered the obvious, most important questions. And yet there's one that is often forgotten: How would my spouse answer these?
Always check your bank account. Every day. No matter what. It's important to know how much you have and make sure no one has made any false charges.
If we redefined success to more closely reflect our values, what matters most to us, would we still want the big house? Or would we select the smaller space that allows us more time and energy to devote to relationships and creating our best life?
The retirement crisis is anything but imaginary. In a recent working paper, we find that only 44 percent of workers in the United States have access to a retirement plan at work.
Folks say that when you move to a foreign country, you'll have a defining experience: one so intense, so filled with emotion, that it's the point when you decide if you want to stay in your new place or move on.
Many people get automatically defaulted into their employer's retirement plan without thinking about what exactly they're investing in. Here are seven tips for 20-somethings to start evaluating their retirement portfolios now.
Are you better off with a lump-sum today or a guaranteed monthly income for life? That's a crystal ball-type of question.
I felt like a schoolgirl playing hooky. We awoke early Friday morning, dressed, ate, and then, instead of heading to the office, we took off for the a...
I'm a big proponent of making IRA's part of your estate plan. They have many attributes a person can utilize when planning for the inevitable.
Not many are focused on thinking about life insurance. But actually, September is Life Insurance Awareness Month (who knew?), so it is a natural time to focus on this topic.
When it comes to income taxes, many people think only of the money they earn in a paycheck. But the reality is that there are many other types of income that are subject to ordinary income taxes. And all of that income, in turn, can trigger taxes on Social Security benefits.
This ending feels less like a breakup than a letting go. We will miss him, but we are grateful for what he gave us, and how he made us feel.
We know the 401(k) is crucial to retirement for most people, but knowing how to make the most of it is just as important.
For most of your life, preparing for retirement means investing. But as the actual date approaches, you also will need to streamline your budget so yo...
Here's a list of some great retirement towns and cities we plan to look at when we go on our Rolling Retirement Exploration Trip.