Financial Planning

Estate planning is a plan that you put in place to make sure your assets transfer to your loved ones without probate court. If you have proper estate planning, there is no need for probate court. Some questions to consider include, will your loved ones encounter debt when settling your affairs? What about property tax payments on the estate you pass down? How will your assets transfer to your loved ones? ...

Uncooperative victims and the crimes against them are tough to prosecute. As a result, financial abuse is one of the least-reported but likely most common ways older adults are mistreated. ...

After-marriage agreements (postnups) have become more popular as couples look to protect their assets. Prenuptial agreements have been valid for a long time and are signed before the marriage, postnuptial agreements, on the other hand, are created after the couple has already married. ...

If you're a teacher searching for practical, online instructional resources, consider Social Security's Educator Toolkit. It’s a shareable online resource for teachers to engage students and educate them on Social Security. It's never too early learn! ...

Only one in three people has an estate plan in place. It is dangerous to wait until you have a health issue before creating an estate plan. Without one, you could potentially lose control over all you value most. ...

It’s never too early to start planning for retirement. Social Security's online tools can help. Once you set up a personal account, you can use the Plan for Retirement tool to see how your benefits can change at different ages. ...

April is Financial Literacy Month. Social Security is a vital part of any financial plan. Social Security's online tools can help you understand your potential Social Security benefits and how they fit into your financial future.   ...

Look out for tax debt relief scams this tax season. While there are legitimate companies specializing in tax debt relief services, tax debt relief scammers may contact consumers regarding unpaid tax bills in an attempt to scare them to solicit an immediate payment. ...