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Retirement

Will Contract: Should You Have One?

What Is a Will Contract?Should a couple sign a will contract to backstop their estate plan?getty What is a “will contract,” and why might you care? A will contract is an agreement you might make with another person, often a spouse (and more…

What Is The New 529 Rule In 2024?

gettyA special SECURE 2.0 Act bonus kicked in as of the new year. It’s something all parents need to be aware of. For the first time ever, they can now save for their children’s college education and their children’s retirement at the same…

4 Tips For Budgeting In Retirement

Budgeting in retirement is an important part of your "retirement job."gettyHow much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for retirement. If you prepare a budget for your…