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Financial Planning
"Let
our advance worrying become advance thinking and planning," said
Winston Churchill. Find yourself worrying more lately about
paying for retirement, securing your financial future, or protecting
your assets to provide for your family? Here is information to help you
stop worrying and pick up the pace of your planning. Social Security
issues, long-term care insurance, estate planning, IRAs, pension
matters and more.
You Might Want to Start Here
Some good places to start your retirement planning are the government sites Social Security Online and the Senior and Retirees section of the IRS site.
Good Planning Tools
Looking for comprehensive tools to plan your financial future? These sites offer tools to help you make decisions about spending, saving, and investing: T. Rowe Price Retirement Planning, New York Life’s Free Retirement Planning Tools and Morningstar Inc.
Dig Deeper
Some sites offer especially helpful publications that include in-depth information such as AARP’s Money and Work or TIAA-CREF’s Bookstore. On the latter, see “Browse Publications” in the right column and select “Retirement” from the drop-down menu.
IRAs, Annuities, Wills, Estates, Powers of Attorney… there are many financial terms to know. Here are a few essentials as you begin to explore your financial future.
The Coming Retirement Revolution
Planning to retire in the next 20 years? In this Q & A with Coming of Age Financial Planning Guide Sol Levy, you might be surprised by some facts and trends. They may shape how you think about your retirement years and affect your planning.
It is useful to know how to access important documents when the need arises. Here’s a checklist that you should create for your spouse, partner or other loved ones.
Should You Stay in Your Old 401(k) or Roll it Over?
There are quite a few factors to consider.
What is the Real Reason You Should Invest?
Most people think they know the answer to the question of why should they invest. Yet many all too often invest for the wrong reasons — and that can lead to financial difficulties. Learn here some of the real reasons you should invest.