Several years ago, when New York Times personal-finance writer Ron Lieber was furloughed for a few days, he responded in true personal-finance expert fashion. By devoting one of his unpaid days off to taking care of a list
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There are turning points in life that prompt important financial decisions. What you choose to do — or not do — at such times can have a significant impact on your long-term financial well-being. The death of a spouse is
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Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. Here’s a guide to some of the more significant changes for 2016.
Retirement Plans
If you participate
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When you think of estate planning documents, certainly wills and trusts come to mind. But two other planning instruments are also important: titles and beneficiary designation forms.
Estate planning essentials
The
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March 27, 2015
Eric J. Reinhold, CFP®, MBA
Once you reach retirement and begin drawing from the storehouse of wealth you’ve worked so hard to accumulate, two questions arise.
First, how much can you withdraw each year without running the risk of depleting your
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More than any other document, a will puts you in touch with your mortality. Perhaps that’s why more than 60 percent of adults in the U.S. don’t have a will!
However, if you care about what happens to your property after
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You may remember me writing early this summer about a recent survey in which 100% of economists had agreed that interest rates would rise over the following six months:
It’s not that I disagreed with the conclusion — to
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May 01, 2014
Jenny Migdal
Planning for when to begin collecting Social Security retirement benefits is especially important for women since women tend to live longer than men. It's essential that you spend time analyzing this crucial element of
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The end of a year is a natural time to reflect, giving thanks for the good things of the past year and drawing lessons from the bad. In your own finances, what has gone well this year and what hasn't? How would you score
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You've worked hard all your life, diligently saved a portion of your earnings along the way, and invested that money wisely. You've built a nice nest egg to help provide for your family in your later years.
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