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Do you want to protect assets in the event that you become disabled or unable to manage your finances

The financial institution that’s acting as custodian of the inherited IRA must also receive a copy of

This is critical if you have financial dependents—even more so if you’re heading into combat.

Attorneys’ Offices, state Medicaid Fraud Control Units, state and local prosecutors’ offices, the Department

In addition, it can be a financial tool to delay taking Social Security benefits or to preserve cash. Evaluate the decision to use a reverse mortgage as part of a total financial plan.

It’s pretty tough to be financially healthy if your credit-related life is in the dumpster! Address these financial topics in 2016, and you’ll sleep better in the years ahead.

member with the authority of durable power of attorney so that he or she can pay your bills and make financial These designations on your financial accounts, like your 401(k), IRA, retirement plan, and insurance

January 1 (or thereabouts): This is a great time to get your financial house in order. Review your assets and financial plan. Those who are nearly retired should examine their financial plan at least annually, and retirees should

Don’t give in to the temptation to spend it all on things like fancy vacation trips, luxury cars, or end up unemployed due to a major health crisis, this will help you cover your costs and protect your financial

Putting all your money in a CD or money market is safe, but is not going to give you the financial outcome

independent trustee—such as a bank or trust company—to serve as trustee or as co-trustee to make the best financial

signature: the only witnesses present for the will signing were company employees or officers who had a financial