It's important to designate who will get what after you're gone, and for retirement accounts and life insurance, this is ...

Coca-Cola and Beyond Meat are both consumer staples stocks, but they are very different investments. If you don't prepare your beneficiaries for what they're getting, you could be setting them up for ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Beneficiary designations are one of the major gaps in many retirement ...

The Social Security Fairness Act provided more than 2.8 million beneficiaries with higher payments. Here's what to know about reporting that income to the IRS.

A recent decision from the US Court of Appeals for the Seventh Circuit involving the retirement plan account of a deceased participant usefully illustrates the importance of following plan procedures ...

Nearly two-thirds of Americans don’t have a will, according to recent surveys — and most think estate planning is something you do when you’re old. Or wealthy. Or have a beachfront vacation home and a ...

While certificates of deposit are safe and insured up to $250,000, they often come with strict restrictions. CDs typically pay only once a quarter, when many retirees could use monthly payments. The ...

The world we’re living in today is very different from the one most estate plans were built for before the pandemic. For many, the last six years have reshaped the way we think about our health and ...

Social Security recipients are gearing up for their February 2026 payments, but not everyone will receive them on the same day. The payment schedule depends on key factors like your birthday and the ...

WASHINGTON, Feb 5 (Reuters) - The U.S. Postal Service on Thursday reported a net quarterly loss of $1.25 billion as it faces ongoing liquidity concerns and renewed calls for reforms to address its ...