Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries.
Category: Pensions and Retirement Plans
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The Trump Billionaires Who Run the Economy and the Things They Say
“You have to laugh to keep from crying,” one Republican pollster said about recent comments by the billionaires on the stock market, retirement funds and Social Security.
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How to Protect Your Retirement Savings Now as Markets Plunge
If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility.
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With the Worst U.S. Stock Market In Years, Try Some Old-Fashioned Investments
People have avoided huge losses by holding old-fashioned, well-balanced investments, an approach our columnist is banking on for the future.
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How Some Investors Are Protecting Their Money Amid Stock Market Woes
Some people are shifting their investment strategies as the stock market sours on President Trump, despite advice to maintain their savings and wait out the angst.
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Scammers Stole Their Retirement Savings. Then the Tax Bill Arrived.
The victims pulled money out of their retirement accounts. The withdrawals had inflated their taxable income, even though the funds quickly disappeared.
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What You Should Know About Your Spouse’s Money
Many couples are surprisingly unaware about key aspects of each other’s finances — and that can hurt them. Here’s how to get on the same page.
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Sharing Bank Accounts Can Deepen a Couple’s Relationship
Fewer couples are combining their bank accounts. But that trend may not promote partners’ overall financial health, experts say.
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Vanguard to Pay $106 Million in Restitution to Retirement Fund Investors
An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the terms of some funds, leading to higher capital gains taxes.
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Investing in Stocks and Bonds Will Be Trickier Under Trump
Sizzling returns well may continue, but our columnist suggests that it would be wise to prepare for the next storm.