Seek and Find!
If you are a female breadwinner or you are married to one, you know that, at times, having the freedom to decide who does what in the family can be complicated.
A corporate executive for a large, publicly held company had a sizeable life insurance policy.
It pays to plan ahead.
Transitioning to retirement is a big life adjustment, one fraught with mixed emotions and moments of uncertainty.
In this issue, we explore several recent changes to Social Security that may affect your benefit planning, best practices for creating an emergency fund for unforeseen expenses, and how to take advantage of healthcare savings accounts, an interesting planning tool with attractive tax benefits.
As you rush to work, run to pick up the kids, or scramble to make dinner, retirement may seem like a far-off dream. Or maybe you try to talk to your partner about planning for the future, only to end up in a fight about how much to save now so you can enjoy life later. You delay this money conversation hoping that, in time, it will get easier. The truth is that waiting can be detrimental to achieving a secure future. So the time to talk about retirement is now.
In the fall issue, we address reader questions about how to make the most out of open enrollment season at work, year-end tax planning, and expectations for the stock and bond markets in the years ahead.
Life insurance benefits are not paid automatically, so if you are the beneficiary of a policy, you must file a claim in order to receive any money. However, if this is the only step you take, you may be missing out on other life insurance benefits to which you are entitled if you fail to locate all of the life insurance benefits that the deceased was entitled to.
