Insights

A will is an important part of an estate plan, but it may not control many of your most significant assets, such as retirement accounts, life insurance, and jointly held property. This article explains why reviewing beneficiary designations and creating a more comprehensive estate plan can help ensure your assets are distributed according to your wishes.

You don’t have to stop working when you start collecting Social Security. But depending on your age and earnings, continuing to work can affect your benefits, taxes, and Medicare costs. Here’s what retirees need to know.

No one likes to think about it. The idea of preparing your spouse for your death or incapacity feels uncomfortable at best and morbid at worst. But from a financial planning perspective, one of the greatest gifts you can give your partner is clarity.