Savings

So you have life insurance. Now it’s time to think about naming the beneficiary. Whether you have a policy you purchased on your own, a policy through your employer, or both, designating the beneficiary (and even a contingent beneficiary) could help loved ones avoid a messy court battle after you’re gone.

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Boomers, Gen Xers, and Millennials think about retirement in different ways. What’s your perspective?

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Are you counting too much on Social Security? The agency itself says benefits alone aren’t enough to maintain your current lifestyle in retirement.

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Most Americans plan to spend at least 20 years in retirement. Access the Retireometer to learn how much savings you may need for retirement. Then read these 10 tips to create a better retirement plan.

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You may earn extra income, but also may have to pay quarterly estimated taxes. Weigh the pros and cons of earning money using the sharing economy before getting started.

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Invest for retirement or pay off debt? Deciding which you do first depends on your stage of life, access to a 401(k) employer matching program, emotional situation, and other factors.

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It’s not often you can earn income without paying taxes now or in the future. Used correctly, a health savings account (HSA) can be an exception.

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If you’ve got a job, chances are you have a 401(k). And if you’ve got a 401(k) you need to know how and when to rebalance it. Let’s get started.

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Choosing a financial professional can be daunting. How do you know who to trust?

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Got a raise? Here’s how to avoid losing more of your bump in pay to taxes.

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What does the new tax law have in store for business owners? It’s more than just the reduced tax rates. Here are some other ways to take advantage of it, including ways to invest in the business and changes to accounting practices.

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Tax season is the same every year, right? Maybe not. This may be a good year to talk with a tax pro.

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You’ve been offered a new job and bigger paycheck. Good for you. Before you accept the offer, it’s worth looking at more than the salary. Understanding the total compensation package (not to mention the less-tangible benefits) can help you decide if it’s the right move. Read more.

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Self-employed or own a small business? You’re on your own for funding your retirement. What options do you have? Here’s a quick look at the most popular choices.

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What does the new tax reform law mean for small businesses? Here are some factors to consider before you file your 2018 return.

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