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Tips and information for living better in retirement.

More Finance and Planning Articles
4 Min. Read

When to Ask for Help Managing Your Retirement Finances

You've built an investment portfolio. Should you continue to manage your retirement finances on your own, or is it is time to ask for outside help?

4 Min. Read

7 Ways to Lower Your Monthly Mortgage Payment

A monthly mortgage payment is a typical expense in a homeowner's budget. Here are seven ways to lower yours.

6 Min. Read

Everything You Need to Know About Inheritance Taxes

There is a fair amount of confusion about how inheritance taxes work, and how they differ from estate taxes. Here's what you need to know.

4 Min. Read

Retirement Advice for Gen Z From Current Retirees

Gen Z is all grown up and that means they should be saving for retirement. We asked retired people to give retirement advice to the younger generation.

3 Min. Read

Everything You Need to Know about Advance Directives

Advance directives ensure healthcare wishes are carried out when a person cannot speak or advocate for themselves. Here's more about them.

3 Min. Read

Everything You Need to Know about a Power of Attorney

A power of attorney is an important part of an estate plan, but there are more uses for them than that. Here is a guide to the types of POA and how to set one up.

4 Min. Read

Everything You Need to Know About Wills and Trusts

Depending on your estate plan you may need a will, trust, or both. Here is everything you need to need to know about wills and trusts.

4 Min. Read

What to Know About Target-Date Retirement Mutual Funds

Target date mutual funds are an increasingly popular type of investment fund. Learn how these funds work and why you might want to consider adding them to your portfolio.

6 Min. Read

9 Common Estate Planning Mistakes

Making an estate plan is an important step in creating security for your family. Make sure that you avoid these common mistakes to ensure your plan works for you and your family when you need it to.

5 Min. Read

What You Need to Know about a Living Trust

A living trust is established during a grantor's lifetime to ensure their assets are passed down in accordance to their wished. Here's what to know about a living trust.