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Straight talk from the money editor
It may seem obvious, but it's important that estate-planning documents are kept in a place accessible and known to the people who need to find them. Keeping documents together lessens the chance of anything being misplaced. Bottom line: Don't hide documents or keep them locked away unless you inform the people you trust as to their location and how to obtain them in an emergency. You may also want to update the digital data included with your estate-planning documents. This includes all your online passwords, usernames, security questions and other digital details that can help you or family members settle any issues that may arise. Remember, none of this should be a secret you take to the grave. Last week we asked "How often do you check your credit reports?" Only 8% said they never check the report. (I was secretly hoping this number would be zero.) Meanwhile, 63% said they periodically check their report with Equifax, Experian or Transunion. For more interesting stuff like this, follow me on Twitter @jimpavia. |
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Take this secret to the grave, and it'll cost you
Only a third of consumers have told heirs where to find important papers like their will or power of attorney. That poor document management can be costly. |
Five ways to bulletproof your estate plan
Estate planning is more than drafting a will. Here's what you can do to help yourself in retirement and create a legacy for your heirs. |
When people mistakenly 'disinherit' their loved ones
Proper beneficiary planning can ensure you don't accidentally disinherit your loved ones due to oversight or mismanaged paperwork. |
Here's what happens when you save too much in your 401(k)
Saving more than the annual limit in a 401(k) seems like a nice problem to have, but it can be an expensive tax misstep. |
Facebook video star refuses to cash in via YouTube
Nuseir Yassin walked away from a six-figure job at Venmo to record videos across the globe. This is how he did it. |
What you don't know about 401(k) fees is costing you big time
Administrative and investment fees can take a big bite out of returns earned in 401(k) accounts and dramatically reduce nest eggs accumulated over decades. |
Successful secrets from the Schwab family
You wouldn't think money was an issue for the daughter of finance legend Charles Schwab. In fact, Carrie Schwab-Pomerantz has always been a careful saver. |
Advisors run a stress-test on pre-retirees' portfolios
Preparing client portfolios for retirement requires optimizing and coordinating all of its moving parts, built over the decades. |
The new model of fund company advisor relations
"Fund companies will have to become more consultative and less promotional. The best and the brightest – Dimensional, iShares and Vanguard – have a nice head start ... " |
 | Sharon Epperson | |  | Josh Brown | |
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