Call (888) PLAN-RIC

Search Results

Sort by: Relevance Date
Filtered By:
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.

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?

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

Apr 03, 2017

Changing Jobs? Be Aware of These Rollover Pitfalls!

If you change jobs, what should you do with your retirement account? If considering an IRA rollover, be cautious of aggressive marketing tactics.

Sep 03, 2013

Draw From Pension Now or Later?

Ric Edeleman explains whether you should start taking payments as soon as you're eligible or hold out to get larger amounts each month.

May 01, 2014

Dollars to Dinars? Don't Be Duped!

Beware of the investment scam involving Iraqi dinars. Don’t try to get rich quick; instead, get out of debt, build an emergency fund and save for retirement.