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What do Abe Lincoln, Bob Marley and Prince have in common?You guessed it…they all died without a will.But why?Kiplinger’s article, “4 Strategies to Avoid an

A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking

Do you want your ex-spouse to inherit any part of your estate? It could happen if you initially signed up for a retirement plan or

The average age of a couple getting married today is older: age 31 for a man and 29 for a woman. This often means merging

The rule for tapping a 401(k) without incurring the 10% early-withdrawal penalty requires that you are at least age 59½, but there's an exception. If

Forbes' article, "Prince and Estate Planning: What We Can Learn from the Late Musician's Financial Picture," reminds us that you don't have to be a

The Wall Street Journal, in "Voices: Consider Trusteed IRAs for Clients With Alzheimer's," reports that when individuals receive an Alzheimer's diagnosis, they should start having

Even if you are eligible, don't rush into applying for coverage. Kiplinger's article, "What You Need to Know About Applying for Medicaid," discusses five scenarios

Money's article, "The Hidden Retirement Crisis," says that middle-class African Americans are more optimistic about the state of the U.S. economy and are more likely

First determine what type of plan is being inherited and what type of beneficiary you are, and then do your research. For this discussion, let's

"When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts?" If

"The Roth IRA, with its unique tax advantages, can be a powerful financial-planning tool. However, rolling funds from a traditional IRA into a Roth is