Tips and information for living better in retirement.
Understanding Social Security Survivor Benefits
After a social security beneficiary passes away their family may be eligible to continue receiving a portion of their benefits. Here is what you should know about social security survivor benefits.
What Happens When a Reverse Mortgage Borrower Dies?
When a reverse mortgage borrower passes away, the loan will become due and payable. Here's what heirs and borrowers should know about what happens next.
Types of Trusts
Learning about the different types of trusts can help inform which makes the most sense for your estate and needs.
Should I Convert My Traditional IRA to a Roth IRA?
Learn the difference between a traditional IRA and a Roth IRA and when it might be advantageous to convert yours.
Managing the Costs of Healthcare in Retirement
The costs of healthcare in retirement can stress even well funded retirement plans. There are several ways retirees can plan for and defray the costs of long term care.
The Ultimate Guide to Managing Finances in Retirement
Managing finances well at any age starts with understanding the complete picture. Here's what you should know about retirement finances.
A Guide to Long-Term Care Insurance
Purchasing long term care insurance is one way to ensure you'll be able to afford the cost of your health care needs in the future. This is how it works.
The Cost of Caring for an Aging Parent
The costs of caring for an aging parent can far outstrip the costs of raising children. If you are in the sandwich generation, here's what you should know.
Understanding a Last Will and Testament
A last will and trust is an essential piece of an estate plan. Learn what this essential document includes and how to make one.
Estate Planning Basics: What’s Included and 6 Steps to Make Yours
Estate plans are essential to retirement planning, but that doesn't mean they need to be intimidating or complicated. Here's what they are and how to make one.