Wealth+Health Blogs
Articles on wealth and health choices for your future.

Millions of Americans provide care for incapacitated loved ones. To assist with Social Security benefits, they may need more than powers of attorney. Learn about Social Security’s representative payee program.

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Homes don’t run themselves...but how cool would it be if they did? But they don’t (yet), so you need to make sure whoever runs the household shares the following information.

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You just came into a lot of money. Or more money than you’ve ever had before. Here’s your plan.

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Psst! Required minimum distributions aren't just for old people. Here’s what you need to know if you inherited a retirement account within the past year.

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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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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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