Checklists for End-of-Life Planning

One of the most important things you can do for the people who mean the most to you is prepare for when you are gone. Having your financial affairs, materials and end-of-life instructions in order will give you all peace …

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Marriage and Finances: Planning for the Unexpected

There are many benefits to being an active participant in managing the household finances when you are married. One of those benefits, while not easy to think about, is being better prepared to deal with some of life’s unexpected events. …

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Retirement Plans Rollover Chart

The Retirement Plans Rollover Chart will help you figure out what options you have for moving your money from one retirement account to another.

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Pension and Survivor Benefits

If you are married when you retire, and either you or your spouse has a traditional defined-benefit pension, you will face some choices when you retire and apply for benefits. A defined benefit pension plan is a pension plan that promises …

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Did You Hear about the Saver’s Credit? (Infographic)

Did You Hear About The Saver’s Credit? It’s A Savings Bonus That Helps You Save for Retirement! Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit. C …

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Retirement Planning for Stay-At-Home Moms

Stay-at-home moms take on many roles such as, caregiver, cook, chauffer, nutritionist, event planner, etc. But one role stay-at-home moms are not filling is “retirement planner.” According to a 2015 Transamerica Center for Retirement study, only 44% of stay-at-home moms …

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