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Feb 11, 2015

The Basics of Estate Planning

Basics of Estate Planning Ric Edelman dives into the fundamentals of estate planning. Learn the basics of trusts & estates planning and plan your future with Edelman Financial.

Jul 07, 2014

Don't Leave It All to Your Spouse

Don't Leave It All to Your Spouse Most married people write a “simple will” and leave everything to their spouse. Is this best for you and your family? Learn why you might want to create a trust.

Feb 21, 2018

How to Save for Retirement With Just a Few Dollars a Month

How to Save for Retirement with Just a Few Dollars a Month Feel like you don’t have enough money to save for retirement? Ric Edelman shares how you can with just a few dollars a month and how to get started.

Jan 02, 2018

Should You Create a Trust?

setting up a trust, what is a trust account, Trusts Setting up a trust helps manage your assets. Learn about the different types of trusts and their common uses. Find out which trust is best for you.

Jan 24, 2018

Estate Planning: Keeping Your Money in the Family

EstatePlanning-Webinar-Page-Graphic (2) Watch Ric Edelman’s new webinar to learn the importance of family dynamics, how to begin thinking about the question ”Who gets what?” and much more.

May 07, 2014

Celebrities Aren't Immune from Common Estate-Planning Mistakes

Celebrities are no different than anyone else when it comes to making common, avoidable errors in their estate planning.

Nov 05, 2015

Could You Be Your Own Worst Enemy?

Man deep in thought, looking ahead Ric Edelman explains why worrying about retirement savings while refusing to cut back on nonessentials can jeopardize your chance of a comfortable retirement.

Jan 27, 2014

Can You Inherit Airline Mileage and Loyalty Points?

If your parents travel much or accumulate points on a credit card, they may have amassed lots of airline miles and points or rewards. What happens to those points when they die?

Dec 04, 2017

Can a Revocable Living Trust Protect My Home?

Ric helps a woman wondering if placing her home in a trust keeps it safe should she end up in a nursing home.

Jan 28, 2014

6 Costly Mistakes When Naming Beneficiaries

naming beneficiaries on life insurance, beneficiary Are the beneficiary designations current on your retirement accounts, IRAs, annuities and life insurance policies? It’s not enough that you have a will