Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

Ralph Waldo Emerson is credited with the famous quote, “Knowledge is when you learn something new every day. Wisdom is when you let something go every day.” This quote applies to me in my work in ...

Beneficiary decisions are a crucial yet often overlooked step when planning for retirement. Simply having a will does not mean your estate plan is fully covered. If you die without a will or your will ...

Question: My mother is the trustee of her revocable living trust, with me as the sole beneficiary. The only asset in the trust is my mother’s house. My mother wants to simplify things and record a ...

Time to catch up on some of the questions that readers have sent in. Q: I've read that you can add a payable on death beneficiary to a car title. I've gone to the BMV website but I can't find a form.

Adding an annuity to your financial plan is something you might consider if you’re hoping to generate additional streams of income for retirement. Annuities are contracts that allow you to exchange a ...

The Social Security Administration has reversed itself – again – on a key change that could have wiped out monthly benefits for some recipients. The agency now said recipients who received ...