Many of us name beneficiaries when establishing a retirement account, but we often forget to review them. Keeping your beneficiaries up to date ensures your assets go to the right people and prevents unintended complications. A common misconception is that an...
Understand how to bypass probate and streamline asset transfer with effective estate planning. Explore wills, trusts, and beneficiary strategies to safeguard your family’s future. As first seen on Retirement Daily on TheStreet. By Lisa Grefe, Wealth...
Building wealth and leaving it to the people we love—it’s a goal many of us share. While the topic can sometimes feel overwhelming, generational wealth doesn’t have to mean vast fortunes. It can be as simple as leaving behind something meaningful—whether it’s enough...
How long will your retirement last if you stop working at age 60? There’s obviously no definitive answer, but the latest data on life expectancies can tell us a lot. These days, retirement can last at least 20 to 25 years if you retire at 60. That’s around a decade...
Money is much more than a medium of exchange for goods and services. Money reflects our personal values and the hard work we put into earning it. How we treat money, save it and spend it, is a reflection of our internal beliefs — our money mindset. When it comes to...
Have you noticed mom or dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You’re not alone. Many of us will find ourselves making care decisions for our parents or other beloved elders. It’s not an easy place...
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