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Jul 18, 2018

What Is a 401(k) Rollover?

401(k) rollover rules can be confusing and overwhelming. Talk to an Edelman advisor about your concerns and learn your options.

Sep 01, 2015

Are You Keeping Your Heirs in the Dark?

Do your children & other heirs know what you plan to leave them? The less they know about inheritances in advance, the more likely they are to fight over them.

Jun 03, 2013

A Vitally Important Document Too Few Have Created

Fewer than one in three Americans (32%) have a living will, which explains your preferences for life-sustaining medical care should you become

Aug 21, 2013

A Terrible Place to Keep Secrets

Do you know what your parents plan to leave you? Have you told your kids what you plan to leave them? Many parents never plan ahead. Even those who do

Jun 30, 2014

Are You Planning to Manage Your Assets From Your Grave?

Don’t want to leave a large sum of money to young children? Don’t try to manage assets from the grave; teach your heirs to be responsible while you’re alive.

Jul 19, 2018

Are You Coming Up Short for Retirement?

Keep in mind your 401(k), mortgage, investment management, retirement income sources and these other strategies when planning for retirement.

Nov 22, 2013

Are You Being Charged Excessive 401(k) Fees?

If the investment returns in your 401(k) aren’t keeping pace with the overall market, the high cost of your investments is probably to blame.

Aug 15, 2018

Are Your Kids Prepared to Handle Their Inheritance?

Are your children prepared to handle the money you plan to pass to them? Learn how to help ensure they don’t fritter away their inheritance.

Dec 09, 2015

Are You in Denial About Spending on Adult Kids?

Are You In Denial About Spending on Adult Kids? Ric Edelman explains how providing financial support for your adult children could put your own retirement at risk.

Feb 10, 2016

A Better Way to Say ‘I Love You’

A Better Way to Say 'I Love You' Ric Edelman reveals how expensive Valentine's Day is for many couples, and a better way to demonstrate true love.