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Planning

Planning for your financial future is one of the most important things you can do. Our experts share tips on how you can best plan for the financial well-being of yourself and your family.

How To Plan For Retirement

 
 
 
 
 
March 14, 2008
Mary Norton's picture
By Mary Norton
Remember, leaving something that you had been a part of for many years is a major change. Change is often a break-away horse: you're either on its back or under its hooves. The...

How To Make a Will

 
 
 
 
 
January 17, 2008
C.V.  Rajan's picture
By C.V. Rajan
In case you own properties and assets, the best time-tested and legally sound practice is to make a will so as to ensure that in the event of your death, your properties get distributed...

How To Get a Reverse Mortgage for Your Home

 
 
 
 
 
November 1, 2006
By Robin Shreeves
A reverse mortgage is a fairly new way for many retirees to supplement their retirement income. It allows the homeowner to take advantage of the equity in the home by turning it...

How To Receive Social Security Benefit Payments

 
 
 
 
 
September 20, 2006
By Robin Shreeves
For sixty percent of Americans, over half of their retirement income comes from social security. For those from low income households the percentage is higher - closer to eighty...

How To Compare Life Insurance Policies

 
 
 
 
 
August 31, 2006
By Julie Bonner
Choosing a life insurance policy can be tricky, as comparing them thoroughly -- in order to get the best price for your money -- can be difficult. Outlined below is a great way...

How To Legalize a Last Will and Testament

 
 
 
 
 
August 8, 2006
By Robin Shreeves
A will is an important document that specifies how your assets will be distributed after you die. It also specifies who will take care of any minor children upon your death. It...

How To Shop for a Life Insurance Policy

 
 
 
 
 
August 3, 2006
By Robin Shreeves
Having the right life insurance policy is one of the most important things you can do to take care of your family and loved ones in the case of your death. You need to make sure...

How To Create a Living Trust

 
 
 
 
 
June 29, 2006
By Julie Bonner
A living trust is a safeguard to protect your loved ones from probate upon your death and allows you to determine exactly what happens to your assets once you are gone. Furthermore,...

How To Determine the Advantages of a Living Trust

 
 
 
 
 
June 23, 2006
By Julie Bonner
Whether or not you want to create a living trust is a deeply personal choice and all aspects of such a decision, both good and bad, need to be fully considered. A living trust...

How To Get Life Insurance with No Exam Required

 
 
 
 
 
June 15, 2006
By Julie Bonner
Life insurance is essential for many people who want to protect their loved ones in the event of their own passing. However, many may delay getting this needed coverage because...

How To Create a Living Will

 
 
 
 
 
June 15, 2006
By Robin Shreeves
A living will is a legal document known as an advance directive that gives instructions to health professionals. It lets them know under which circumstances you would like to be...

How To Buy Term Life Insurance for a Child or Juvenile

 
 
 
 
 
May 28, 2006
By Robin Shreeves
Term life insurance is a common type of life insurance that is purchased for children or juveniles. It is a temporary coverage that only pays a benefit upon the death of the insured....

How To Plan for Your Child's Education Funding

 
 
 
 
 
May 15, 2006
By Sheryl Schelin
By some measures, tuition has increased an average of 8% every year in the last 25 years. What does this mean for your child? A child born today could face a tuition bill three...
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