Retirement is a big milestone, but getting there doesnât happen overnight. Financially preparing yourself to leave the workforce requires some forward thinkingâparticularly about your money. If youâre wondering whether youâre saving enough, youâre not alone. Here, youâll get an idea of how much youâll want to have in your 401(k) at different ages and how … Read more
Have you ever thought about what will happen to your things when you die? Maybe you made a will and thought that would be enough. However, just because you have a will doesn’t mean that your family can skip the probate process. I was shocked when I first heard this, and I bet you are … Read more
An inheritance tax is a levy potentially paid by the recipient of assets inherited from a deceased individual. Just five states have an inheritance tax as of 2025. Inheriting a house can be bittersweet. While you’re gaining valuable property, you might be worried about the tax implications that come with it. Look, I get it … Read more
Have you come across $20,000 extra dollars? If so, congrats! But, now you have to figure out what to do with it. If youre not sure how to spend or save it, the below article is all about what to do with 20k. And finally, if you’re just looking to get more comfortable with money … Read more
Have you ever felt like all the fancy investment terms and strategies were too much to handle? I know I did! When I first started investing, I was flooded with terms like “derivatives,” “leveraged ETFs,” and “technical analysis patterns.” It was enough to make my head spin!. That’s when I discovered the KISS Rule of … Read more
With all of the options out there, it can be hard to choose which trust is best for you. Trust Point is here to help. We’ve put together this glossary to define some of the most common types of trusts and why they’re used. Continue reading to learn more about which trust is best for … Read more
If your employer allows 401(k) trading, you may want to trade securities with your 401(k) money. Find out how often you can buy and sell in your 401(k). 3 min read. Originally, a 401(k) account wasn’t meant to be a brokerage account where employees could trade securities. Instead, it was meant to be a place … Read more
If youâre struggling with money or trying to pay off debt, it can feel like youâre just barely keeping your head above water. And if things get bad enough, it may be tempting to use some of your retirement savings to make things easierâespecially if retirement looks far away. While this might help in the … Read more
If you’re navigating the probate process after the loss of a loved one, working with an experienced Los Angeles probate attorney can help ensure the estate is handled properly and disputes are avoided. An executor is the person or entity nominated in a will to administer the estate of the deceased person as directed by … Read more
The National Academy of Social Insurance provides this information to help those seeking to better understand Social Security, which continues to be a cornerstone of retirement security for American workers and their families. We encourage you to use the information on our site to increase your familiarity with social insurance programs as they currently exist … Read more