January is a wise time to review key documents like wills, beneficiary designations, and insurance policies. Here's a ...

A will, power of attorney, health care directive and an information document are some of the important papers clients should prepare as part of their retirement and estate planning, a CFP writes at ...

Congressman Morgan Griffith led a bipartisan letter signed by 47 members of Congress in support of preserving paper options for retirement documents. The letter, sent to the Office of Information and ...

SECURE 2.0 improves Roth retirement options, including allowing employer matching contributions direct to a Roth retirement plan and delays Required Minimum Distributions (RMDs) for many. On December ...

Applying for Social Security is easier when you're prepared. Use our comprehensive checklist to gather all the necessary ...

Advance-planning documents can help ensure that all your financial and medical wishes are carried out to the letter. This is especially important when Alzheimer's disease and dementia come into play.