Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do ...

Maybe you’ve heard of “The Gentle Art of Swedish Death Cleaning.” It’s a guide to proactively downsizing your stuff while you’re still alive. Doing so spares your heirs the mess of doing it themselves ...

Want to make things easier for your loved ones? Find out how naming a bank account beneficiary can simplify the access to your funds after you’re gone.

Starting Sept. 30, 2025, the Social Security Administration will stop issuing paper checks for benefit payments.

Starting September 30, the SSA will stop sending checks for Social Security payments. This is something you must do to continue receiving the money.

Having a will may not matter to the loved ones listed as beneficiaries unless there is a trust in place, making it easier for ...

Starting September 30, the agency will stop issuing payments by mail, although if a beneficiary has no other payment means ...

If you're on benefits or expect to claim soon, it's only natural to feel a little anxious when you hear that yet more Social ...

"This change is part of a broader government-wide initiative to modernize payment systems and enhance service delivery." ...

What happens to your 529 when college plans change? New 2024 rules offer surprising flexibility — including turning education dollars into retirement wealth.

It's important you get involved in financial planning now so you're prepared and confident to make decisions when you ...