By Joel Dresang
Common wisdom and my family’s experiences suggest you want an estate plan to ease survival much for loved ones. […]

With widespread changes in federal income taxes in 2018, investors should consider what to expect when they file their tax returns. Dave Sandstrom explains in a MONEY TALK VIDEO. […]

By Joel Dresang
Ten years later, I don’t remember feeling desperate. But in a recent survey, 79% of Americans said they suffered setbacks from the financial crisis: 55% said that 10 years later, their finances still have not recovered. Looking back, I notice several factors that cushioned my family and me from the crisis. […]

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

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. […]

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

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

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. […]

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

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. […]

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. […]

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