Investing & Planning

As a business owner do you have the security of knowing your estate will be well taken care of when you're gone? Follow these 6 steps when estate planning to ensure an easy process.

Retirement planning is about much more than just saving. It's time to create a more detailed plan towards a retirement date you can live with.

As people retire and enter the empty-nest phase of life, many choose to downsize their living space. If a more affordable and maintainable home would better meet your needs later in life, this might be a good option for you to consider.

Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.

You may have done the math on your retirement accounts, figuring out how much you should contribute each month to reach your goals, maybe even calculating the effects of compound interest and the effects of the markets. But have you ever calculated how much you’ve been paying into Social Security throughout your working years? Because it’s automatically withdrawn from your paycheck before you even see the money in your bank account, it might surprise you to know that between you and your employers, you’ve doled out up to 12.4% of your annual income. That’s a substantial amount, and one that could make your 401(k) look like chump change down the road.

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

Your parents took care of you growing up, and now as they grow older, the tables have turned. There can be changes to both your finances and lifestyle, which is why it's important to be prepared.

We’ve rounded up the four most common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.

Marriage, kids, divorce, mortgage protection and running a business — 5 life stages to consider reevaluating your life insurance needs.

Get familiar with your state’s estate laws so you’re well aware of which rules apply to you.