Time to take on risk for higher yields?
It's tempting today to take on more investing risk for higher yield, but is it wise?
2 mortgages haunt retirement home dream
Homeowners dream of a new retirement home but fear the nightmare of holding two mortgages.
Work sheet: Compare mutual fund fees
Fees can rob your investments. Compare the fees on prospective mutual funds to narrow down your choices.
IRA rollover rules protect retirement
Following the rules carefully with an IRA CD rollover will help protect your retirement.
Big changes ahead for money funds?
The SEC has put forth proposals that it says should strengthen rules governing money funds.
7 ways to avoid tapping retirement cash
Boomers looking for funds in a down economy have options other than raiding retirement savings.
2009 RMD rules for an IRA
If you already took your RMD for 2009, you still may be able to roll it into another plan.
Dropped pension won't thwart retirement
When a company drops a pension plan, seeking expert help can prevent damage to retirement dreams.
Taking a credit card on a foreign vacation: 10 tips
On balance, bringing your credit card on vacation is a smart decision, but expect extra fees and take precautions.
Can Social Security benefits be garnished over card debt?
Be at ease; your Social Security can't be garnished for credit card debt. But you still need to get a budget together.
New survey finds most common ID theft victims
Bommers beware. The most common identity theft victims are middle-aged married females, divorcees, or those who make more than $75,000 a year.
When credit card debt ruins retirement
When credit card debt dulls the glow of your golden years, you have options: reverse mortgages, bankruptcy or credit counseling.
Will versus Trust
Deanna has a head-to-head question for Dave about a last will and testament and when to have it over a trust.
An Uninsurable Mom
Denise's elderly mother has little income, bad health, and no life insurance, so she needs help with how to insure for her death.
Forced Contributions
Brian works for the police department and has a stable pension, but should he put all his retirement savings there?
Bankrate's Estate Planning Guide
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Estate planning is something we tend to put off indefinitely, but it's an act of love. Don't give your family more grief than they can handle. Make it a priority to organize your financial affairs. |
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What You Need to Know about Wills
No one likes to think about his or her own death. Yet it would be a shame not to prepare a will if you have children or hold significant assets that you want distributed to specific people.
Estate Planning for Everyone
Estate planning applies to people from all walks of life, even to the castaways on Gilligan's Island.
What Trusts Can Do for You and Yours
You can call the shots long after you're dead and gone if you set up a trust while you're still around.
8 Types of Trusts for Everyday People
Most importantly, trusts ensure that the right people end up with your loot.
Avoiding Accidental Disinheritance
Here's how you can accidentally disinherit your loved ones, and how you can prevent it.
Keeping Life Insurance in Force
If your parent forgets to pay the premium on a life insurance policy, you could be in for an unpleasant surprise. |
Bankrate's Financial Planning Guide
