Your Digital Estate: Don’t Leave Loved Ones Locked Out
Have you set up your will or trust? If so, great! Named beneficiaries for your retirement accounts and life insurance? If you have, you’re on a roll.
Has Your Life Changed? Then So Should Your Will
Ever look at the calendar and marvel at what year it is? Has that much time really gone by? When changes happen, it’s important that your will reflects them.
3 Great Ways to Give From Your IRA
An IRA is an appealing way to save for retirement: Make a contribution and enjoy tax savings. But eventually, the tax bill comes due—when you take your annual distributions and again when you leave your assets to heirs.
Smart Giving Choices for Your Stage of Life
The things you care about most can shift as you journey through life. As you grow and change, you can use our road map to help you make smart choices—no matter your season of life!
Purge Your Piles of Paper: What to Save or Shred
Here are our recommendations on what to save (and for how long), what to shred (and when), and what to share (and with whom). Even if you’ve gone mostly paperless, you can use this guide to determine which digital files you should delete and which you should secure.