Even the most successful stocks, funds and other investments have significant periods over which they underperform: Know the risks of chasing returns.
Having a financial plan and knowing who’ll help make decisions for you when you can’t can take some of the anxiety out of aging.
Thinking about changes to your 401(k)? First, know the details of your particular plan.
The ‘widow’s penalty’: You may pay more in taxes after your spouse dies than you did before the death
Whether a Roth conversion makes sense for your financial future depends on your circumstances.