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Financial Planning

ABLE to save more for special needs

In a MONEY TALK VIDEO, Lisa Lewitzke explains updates to a savings plan for individuals with special needs. […]



Where to retire: A flight of fancy

By Joel Dresang
Of course, affordability is key. As we get closer to retirement, Mary and I will have to compare what we currently spend on housing with how much we can manage on a retirement budget. Then we can determine how many places we’ll have, whether we’ll own or rent and where we’ll call home. […]



Retiring debt in time for retirement

Dave Sandstrom explains why investors should consider how the costs of debt weigh into their retirement plans. […]



Bigger bang from charitable distributions

Tax law changes have increased the potential benefit from being charitable with retirement accounts. Art Rothschild explains in a MONEY TALK VIDEO. […]



Inevitable as taxes, yet rarely planned for

By Joel Dresang
Two of my brothers died in the last year. Neither gave the family much direction about what to do afterward.
Of all the significant life events we can plan for, our afterlife is most often left untended. We put it off, and we put it on our bereaved survivors to try to guess what to do with our body and how to mark our passing. […]



Keeping family in the financial loop

Isabelle Wiemero explains in a MONEY TALK VIDEO why investors need to include trusted contacts in their financial information. […]



Work longer to fatten Social Security

A report from the National Bureau of Economic Research suggests some Americans could benefit as much from working just a little bit longer than from increasing their retirement saving rate by 1%. Lisa Lewitzke explains how that could be and what it means to retirement planning in a MONEY TALK VIDEO. […]



Trying to transition off a treadmill

By Joel Dresang
Many retirees would rather be working. But at the same time that more employers are complaining about a lack of job applicants, they’re serving sheet cake for older employees who have cleared out their desks to head for home. Under the right circumstances, older workers can negotiate mutually beneficial work-to-retirement transitions. […]



Retirement confidence or ignorant bliss?

So why are workers so confident of their retirement when they’ve done so little to prepare for it? […]



5 tips for naming beneficiaries

Designating beneficiaries for their accounts lets investors control who gets how much of the account’s distributions when they die. As Mike Hoelzl explains in a MONEY TALK VIDEO, naming beneficiaries can help cut confusion, delays and expenses for distributing funds. He offers five tips to consider. […]



Emergency lessons from a 40-year-old deuce

By Joel Dresang
What strikes me now about that $2 bill in my wallet is the value of being prepared for an emergency. If you know you can cover a worst-case scenario, you have one less worry weighing you down. You can enjoy the here and now a little better. You’re afforded the luxury of working toward the future without dreading it. […]



Retirement spending: Safe rates

Retirees often are advised to set a withdrawal rate for their investments. In a MONEY TALK VIDEO, Art Rothschild explores when to consider varying the rate. […]




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