Probate is not one of the most exciting subjects in the financial planning process, but it can be one of the most time-consuming and one of the most expensive events facing your heirs.

Three years after she was widowed, Marisol Perez, 56, watched her mortgage broker business slowly dry up. Struggling to keep afloat, she now prays for the return of the housing market -- and for good health. Like many self-employed singles, she is uninsured.

After an 'official' retirement age of 60, there is a real possibility that you may need 30 more years of retirement income and the ideal should be to find a ...

RETIREMENT is never the end, considering that most of us retire at 55 but are expected to be around for another 20 years or so. There are many options for retirees. Some may choose to wind down, but there are many who choose to remain active after 55. ...

After he quit, he converted his registered retirement savings plan to a registered retirement income fund (RRIF) and his pension plan from a previous ...

Save for retirement. If you remain single, you won't have another person's income to offset expenses. So contribute to your 401(k) at work and, if you can, ...

You'll want to adopt strategies to generate a lifetime retirement income, as I've written about previously. You'll have to manage your living expenses, ...

After he quit, he converted his registered retirement savings plan to a registered retirement income fund (RRIF) and his pension plan from a previous ...

In the past, people often counted on three different sources of retirement income to carry them into their later years: a pension, Social Security, ...

Wagner's story underscores an important point about retirement planning: Income and assets are just one set of values in the retirement security equation; ...

Employees with DB plans were considerably more confident in their retirement resources than those with only a defined contribution (DC) plan, such as a 401(k) plan. The survey found 52% of workers with DB plans are somewhat or very ...

One idea which can help you plan for a comfortable retirement is buying Mexico Real Estate. Recently, one retirement expert created one of the top 10 lists of retirement income sources, here's how buying property and living in Mexico ...

The study also found 82% were unsure or didn't know of fees that may be charged to their employer-sponsored retirement plan. In addition, 84% were unaware of the “saver's credit” available to low-to-middle income workers who are saving ...

The continuing effects of the economy's implosion in 2008 are being felt in the life insurance settlement business, industry experts say.

The first step in creating a retirement income plan for clients is the gathering of information through an in-depth interview process. At this juncture, investment professionals should discuss with their clients how the information that ...