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This webinar provides strategies for managing the financial aspects of caregiving, including budgeting, accessing government benefits, and planning for long-term care. Participants will also learn how to prioritize their own financial future while fulfilling their caregiving responsibilities.

This webinar explores the concept of partial retirement, where individuals gradually reduce their work hours while transitioning into full retirement. Participants will learn about the financial and lifestyle benefits of partial retirement, as well as tips for negotiating flexible work arrangements with their employer.

This webinar explores different types of annuities, including fixed, variable, and indexed annuities. Participants will learn how to evaluate annuity products; how to assess costs, risks, and benefits; and how to determine if an annuity is a good fit for their retirement income strategy.

This webinar defines dollar-cost averaging, a strategy that involves investing a fixed amount of money at regular intervals, regardless of market conditions. Participants will learn how this approach can reduce the impact of market turbulence on their portfolios over time.

This webinar explores unconventional ways to save more money, from cutting hidden costs to finding new income streams. Participants will learn how to identify overlooked savings opportunities and make small changes that can lead to significant results over time.

This webinar provides creative and practical strategies for saving money on a tight budget. Participants will learn how to identify areas where they can cut costs, prioritize saving, and make small changes that can add up over time. The webinar will also recommend low-cost savings tools and resources.

The Internal Revenue Service (IRS) today announced its annual update to dollar limitations for retirement plans for the 2025 tax year. The table below provides a few highlights.

When you die, you leave behind your estate. Your estate consists of your assets—all of your money, real estate, and worldly belongings. Your estate also includes your debts, expenses, and unpaid taxes. After you die, somebody must take charge of your estate and settle your affairs. This person will take your estate through probate, a court-supervised process that winds up your financial affairs after your death. The proceedings take place in the state where you were living at the time of your death. Owning property in more than one state can result in multiple probate proceedings. This is known as ancillary probate.