A 401(k) can be one of the largest assets in an estate, but its treatment after death is governed by specific rules.

Life doesn’t stand still, and neither should your financial documents. Marriage, divorce, the birth or adoption of children or grandchildren, the death of a previously named beneficiary, or changes in ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

As the year closes, it’s a good time to update your beneficiary designations, which is a vital yet often overlooked step in financial planning. Life changes such as marriage, divorce, and the passing ...

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

Everly Life reports couples often don't share life insurance beneficiaries, leading to financial uncertainty and unclaimed ...

When it comes to financial planning, many people assume that once they’ve named beneficiaries on their accounts, they’re set for life. But if life changes, it may be time to ...