estate planning mistakes

New Year, Same Beneficiaries? Here's Why You Need to Review

If you haven't checked the beneficiary designations on your financial accounts lately, you really should. It's quick, easy, and though it may not sound all that important, getting it squared away now could make a huge difference to your family later.

Investing at 60: Pacing Yourself for a Long Retirement

Personal finance expert Jean Chatzky has reached the last post in this series, aimed at those of you who are age 60 and over -- or interested in a little advance planning. Here are your tips for making that nest egg last as long as you do.