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Wealth+Health Blogs
Articles on wealth and health choices for your future.
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There’s more to the new year than party hats and noisemakers. It can be a good time to look back at your financial health, look ahead to where you want to be, and put together a strategy. A financial checklist can help.

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It’s easy to lose or misplace money. But unlike finding $20 in an old jacket, what if a bank or investment account containing thousands goes untouched for years because you forgot about it or never told anyone it existed? That’s why you need to get your finances in order so disorganization doesn’t become one of your biggest money problems.

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PamPeters Blogger
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Making a charitable donation has never been easier. It seems that every day we are bombarded with requests to help with disaster relief, political causes, animal shelters, local schools, etc. Before you take the plunge to give a year-end gift, get some tips about getting the most from your gift and how donating can actually benefit your mental well-being.

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Between holiday gatherings, last-minute shopping, and making that cherished batch of grandma’s ginger-spiced cookies, this can be a busy time of year. But it’s worth setting aside time to review your year-end financial picture. Here are three things to think about.

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An employer-sponsored retirement plan is an essential perk as you change jobs throughout your career. But what happens when you start collecting a string of 401(k) plans? Here’s what you need to know before rolling over your plan.

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When it comes time to give someone power of attorney, it’s vital to pick someone you trust implicitly. This person (or people) will have the “power” to make legal and financial decisions on your behalf if you can’t make them yourself, so you need to make sure they’re up for the task.

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Whether you know it or not, you control many aspects of your Social Security benefit. Here are 5 ways to put Social Security to work for you.

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In estate planning, trusts can be established to easily transfer assets to heirs. With the right setup, assets in a trust can avoid probate and taxation, and immediately pass from the original owner to the heirs. That’s all well and good, but what type of trust is best for you?

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$322,000: The average lifetime cost of care for dementia. Far from a financial setback, the disease takes a devastating toll on caregivers – more than 15 million Americans who provide unpaid care for their loved ones. Is there anything we can do to better prepare for the unexpected?

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Social Security benefits can be affected by marriage, divorce, name changes, and other life events. Here are some tips.

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Naming a power of attorney is the responsible thing to do, if only to make sure your financial and legal issues are tended to if something were to happen to you. But what type do you need, and what does it mean if you opt for a durable POA?

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Did you know you could do something today to limit your risk for dementia tomorrow? Alzheimer’s disease alone currently affects more than 5 million Americans. But many cases of Alzheimer’s and other dementias could be prevented with lifestyle changes. Here are seven ideas for strengthening your cognition.

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Everplans Blogger
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People often set up a trust to reduce estate taxes, avoid probate, and seamlessly transfer their assets to heirs. Once you determine the type of trust you need, hire a qualified estate planning attorney to help you set it up.

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You can grant power of attorney (POA) to someone you want to have the legal right to handle all your legal and financial matters if you’re unable to do it yourself due to health, mental, or other reasons. This includes paying bills, managing bank accounts, overseeing investments, and preparing and filing your tax returns.

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As the leaves change color and the temperatures drop, it’s time to decide how you’re going to spend the rest of the money in your health FSA (flexible spending account), if you still have some left. Here are some ideas.

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Warning: Misuse of Transamerica name in fraud schemes. Read more.

This material was prepared for general distribution.  It is being provided for informational purposes only and should not be viewed as an investment recommendation.  If you need advice regarding your particular investment needs, contact a financial professional.

Insurance products and services are offered or issued by Transamerica Life Insurance Company, Cedar Rapids, IA; Transamerica Financial Life Insurance Company, Harrison, NY (licensed in New York); Transamerica Advisors Life Insurance Company, Little Rock, AR; Transamerica Premier Life Insurance Company, Cedar Rapids, IA; and Transamerica Casualty Insurance Company, Columbus, OH. Variable products and mutual funds are underwritten and distributed by Transamerica Capital, Inc., or Transamerica Investors Securities Corporation, each a broker/dealer and member of FINRA. Securities and investment advisory services offered by Transamerica Financial Advisors, Inc., a broker/dealer, member of FINRA, SIPC and a Registered Investment Adviser. Investment advisory services focused on the unique needs of individual retirees, retirement plans and their participants offered by Transamerica Retirement Advisors, LLC, a Registered Investment Adviser. References to Transamerica on this site apply to an individual company or collectively to these and other Transamerica companies. This site may not yet be approved by the Departments of Insurance in all states at the time of publication. Transamerica companies are part of the Aegon Group. Copyright 2011 - 2017 Transamerica Corporation, 4333 Edgewood Road NE, Cedar Rapids, IA 52499 - All Rights Reserved. Transamerica does not sponsor, endorse or promote any products or services mentioned

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