Estate Planning

Estate planning is an important aspect of your retirement plans.

For some, simply funding retirement is the financial goal. Others want to pass on something to heirs. Either way, you’ll get tips for planning what will happen with your estate after you are gone. Learn how to save both you and your heirs money, hassle, and heartache.

Learn how to maximize your estate, save on taxes and make things easy for your loved ones.

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retiring alone

17 Powerful Tips for Retiring Alone (Or, If You Become a Solo Senior or Elder Orphan During Retirement)

Whether by choice or circumstances, there are some challenges to retiring alone. Here are 17 tips for a secure, happy and single retirement.

May 10, 2023
financial values

How and Why to Pass on Financial Values to Your Heirs

The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how.

September 21, 2022

10 Reasons Why Talking About Money Can Give You a Better Future

Talking about money with friends, family, and peers can improve your financial outcomes. You’ll make better decisions.

August 3, 2022

9 Tips to Help Your Grandchildren Financially and Otherwise (I Bonds Are a Hot Topic)

You may want to help your children or grandchildren financially. If you have the money, here are 9 tips for passing it on. Learn more…

May 12, 2022
average inheritance

Average Inheritance: How Much Are Retirees Leaving to Heirs?

This article explores average inheritance numbers. Find out if you can you afford retirement and a financial legacy and explore tips regarding inheritance.

March 17, 2022

What Happens When You Inherit Money? 7 Ways to Prepare

Inheritance is only one aspect of what can be a very emotional time period. It can be useful to know what happens when you inherit money or assets. Below are 7 ways to prepare. 1. Don’t Expect It The old adage, “don’t count your chickens before they hatch,” rings true when it comes to inheritances.…

February 17, 2022

Advice from Betty White on Not Retiring, Aging Well, and Living a Happy Life

Betty White, the Golden Girl, lived well and vibrantly and offered fans lots of insight into making the most of life at every age.

January 13, 2022

7 Reasons to De-Clutter Your Home in Retirement

Explore why de-cluttering is the ultimate retirement and estate planning task. 7 compelling reasons to clean out your closets this year.

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December 29, 2021

Family and Money: Tips for Discussing Finances and Retirement with Your Loved Ones

The holidays can be an important time to discuss finances with your family. Get tips for how to have a productive talk with those you love!

November 17, 2021
donor-advised funds

What is a Donor-Advised Fund?

Learn about donor-advised funds and the significant tax advantages they offer. Explore the downsides to this charitable giving strategy as well.

October 7, 2021

New Movie Highlights Scam: Explore 9 Tips to Protect Yourself from Predatory Guardianship

“I Care a Lot” is a new, well-rated movie on Netflix. It is creepy but entertaining, and it also highlights the need for seniors to be aware of potential financial scams — in this case, scams of abusive guardianship. The film, part comedy, part horrifying thriller, follows what happens when a long-term con artist targets…

February 25, 2021

6 Meaningful Ways to Leave a Financial Legacy to Your Heirs

When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most cases, leaving a legacy for children, grandchildren, or charities – and other causes people are passionate about –  takes careful planning and the advice of a financial planner. Read on for…

July 7, 2020

How to Ensure a Meaningful and Long-Lasting Legacy With a Purpose Trust

Preparing for retirement means having a financial plan as well as a good idea for what you want to do during this period of your life. Estate planning has a similar duo of goals: You want to establish clear instructions for how your money and other assets will be distributed as well as figure out…

July 3, 2020

3 End of Life Discussions You Must Have

End of life planning is often the last thing a pre-retiree wants to do. Also known as advance care planning, it’s not usually a top priority because who wants to think about death? But tackling the topic early on not only provides peace of mind, it also ensures your estate and loved ones will be…

June 30, 2020
straight talk

4 Reasons Why Straight Talk About Retirement Can Give You a Better Future

It’s taboo. It’s not polite. It’s personal. These are all things you’ve probably heard when it comes to talking about money. Keeping your lips sealed about your personal finances is pretty common, but your financial future may be in jeopardy if you’re not willing to have a straight talk about retirement planning. Straight talk about…

June 29, 2020
estate planning coronavirus

Estate Planning: 11 Documents You Need for Coronavirus and Always

Now is a great time to update your estate plans. Get tips for doing it during coronavirus distancing and find a complete guide to the documents you need.

April 2, 2020
estate taxes

Estate Taxes: Where You Live is a Big Factor for How Much Your Heirs Will Pay

Trump promises cuts to federal estate taxes. But, unless you are very wealthy, what your heirs pay depends on where you live. Learn your state’s policies.

March 13, 2020
how to become a millionaire

How to Become a Millionaire… AFTER Retirement…

How to become a millionaire? Increase your wealth? AFTER retirement? Um… No way you might say. So many retirement articles talk about how to make ends meet in retirement. And, most of us are indeed worried about running out of money and ask: “Will my savings really last as long as I do?” However, maybe…

December 12, 2018

Henry “Bud” Hebeler in Memoriam: A Life and Retirement Well Lived

Henry “Bud” Hebeler died on August 21, 2017 in Bellevue, Washington at the age of 84. Bud was a graduate of the Massachusetts Institute of Technology, graduating with three degrees, numerous awards and several fellowships.  After graduation he began his career as an engineer at Boeing Aerospace Company and worked his way to becoming president…

August 25, 2017
Retirement plan

Does Your Retirement Plan Include a Will?

When the time comes, and it comes for all of us, will your family have the luxury of grieving in peace? Or will they, instead, be burdened with the duty of sorting out your estate because you never got around to making a will? You can make your own decisions and leave a will, or…

December 1, 2015
Retirement trusts

Expert Interview with Frank Brunetti About Retirement Trusts and Estate Planning

With the world and our culture being more uncertain than ever before, it is exponentially more important to begin thinking about life after retirement, as well as the lives of our loved ones after we’re gone. And while it may be impossible to predict what the economy may be like down the line, all the…

May 6, 2015

Elder Financial Abuse: Tips for Protecting Yourself from Strangers and Your Own Family Members

As America’s aging population continues to grow, one crime in particular stands to gain from this booming cohort: elder financial abuse. It has already proven to be a $2.9 billion a year business, but nothing has stopped it from thriving. Why? It’s under-reported and misunderstood, according to the 2014 “Safeguarding Our Seniors” study by Allianz…

November 26, 2014

NewRetirement Planner

Take financial wellness into your own hands and do it yourself retirement planning: easy, comprehensive, reliable.