Personal Finances

After a Spouse Dies…Important Financial Steps to Take Right Away
Personal Finances

After a Spouse Dies…Important Financial Steps to Take Right Away

Kathleen M. Rehl, PhD, CFP | March 22, 2012

The death of a spouse is among life’s most traumatic experiences. Survivors must cope with more than grief—they also must…

The Pros and Cons of Joint Accounts
Banking

The Pros and Cons of Joint Accounts

Blanche Lark Christerson, Esq. | March 8, 2012

You may be tempted to name a spouse or other younger relative as joint owner of your bank, brokerage or…

8 Things Your Employer Doesn’t Want You to Know About Your Retirement Benefits
Retirement Accounts

8 Things Your Employer Doesn’t Want You to Know About Your Retirement Benefits

Ellen E. Schultz | February 15, 2012

Your retirement finances might not be as secure as you would like to think—and your employer might be to blame.…