You can help ensure that the money you leave behind isn’t frittered away, and that it doesn't become an instrument of destruction in a loved one's life.
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80% of married women outlive their husbands, and widows live an average of 14 years after their spouse’s death. Here's how to prepare financially.
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A will or a trust can help protect the loved ones you leave behind. But don’t neglect another crucial estate-planning task: naming beneficiaries for your various investment and bank
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Widows often need personalized, objective financial advice. We want to help them get it.
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August 27, 2020
Eric J. Reinhold
Tax laws complicate the choice of which assets to draw from first. Here's what you need to know.
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Unless the Lord returns first, the odds are 100% that each of us will die. When the time comes, will your financial house be in order?
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A new law has curtailed the stretch IRA, but with the right beneficiary designations and the right conversations, an inherited IRA can still stretch pretty far.
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Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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Shoppers aren't the only ones hustling and bustling as Christmas approaches.
The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
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Envestnet's MoneyGuide — the planning software available to SMI Premium-level members — is now even better. The software's new MyBlocks™ system offers a simpler "onboarding" process for first-time users plus helpful new
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