Budgeting

Budgeting

Can an Executor of a Will be a Beneficiary?

During estate planning, it's possible for you to designate the same person as a beneficiary and executor of your will.

Liz Froment | Jan 18, 2023

Investments Budgeting Insurance

How Do Annuities Work Upon Death?

Emily Guy Birken | Jan 13, 2023

Investments Budgeting Insurance

What Is an Irrevocable Beneficiary?

Sonya Stinson | Jan 02, 2023

Investments Budgeting

5 Tips To Avoid Inheritance Disputes

Lauren Sieben | Dec 09, 2022

Budgeting

What To Know About Avoiding Undue Influence As a Family Caregiver

Sarita Harbour | Nov 02, 2022

Investments Budgeting Insurance

What Is Return of Premium in Life Insurance?

Emily Guy Birken | Oct 31, 2022

Elderly couple meeting with insurance agent to discuss assets.

Budgeting

Understanding the Difference Between Probate and Non-Probate Assets

Liz Froment | Oct 21, 2022

Adult daughter embraces her older father.

Budgeting

Denying Inheritance: Can You Inherit Debt?

Liz Froment | Oct 14, 2022

A senior man and his adult son laugh together.

Investments Budgeting

Understanding the Baby Boomer Wealth Transfer Era

Staff Writer | Sep 21, 2022

A senior woman and her daughter smile together.

Budgeting

What Is Estate Tax?

Riley Adams, CPA | Aug 01, 2022

Investments Budgeting Insurance

What Is Term Life Insurance?

Emily Guy Birken | Jul 06, 2022

A smiling mother and daughter look at life insurance policies together.

Investments Budgeting Insurance

Guide to Buying Life Insurance for Your Parents

Emily Guy Birken | Apr 25, 2022

An older couple at a laptop searches for the best type of life insurance.

Home Investments Budgeting Insurance Family

The Best Type of Life Insurance for Your Lifestyle

Deb Hipp | Apr 20, 2022

A multigenerational family laughs and smiles together.

Budgeting Insurance

5 Life Insurance Questions You Should Ask

Liz Froment | Apr 18, 2022

A business person in a suit flips through various insurance papers.

Investments Budgeting Insurance

What Does Liquidity Refer to in a Life Insurance Policy?

Tasha Williams | Mar 16, 2022

A couple reviews their life insurance policies

Investments Budgeting Insurance

What Is Permanent Life Insurance?

Tasha Williams | Mar 14, 2022

A person filling out whole life insurance forms with a pen.

Investments Budgeting Insurance

What Is Whole Life Insurance?

Satta Sarmah Hightower | Mar 02, 2022

A couple speaks with a financial advisor about guaranteed acceptance life insurance.

Budgeting Insurance Family

What Is Guaranteed Acceptance Life Insurance?

Riley Adams, CPA | Feb 21, 2022

A senior couple laughs together during retirement.

Healthcare Budgeting Insurance Family

Can You Get Life Insurance With No Medical Exam?

Sonya Stinson | Feb 09, 2022

A senior couple laughing while playing with their grandchild.

Investments Budgeting Insurance Family

What Is a Life Insurance Retirement Plan (LIRP)?

David Rodeck | Feb 02, 2022

A grandmother reads to her granddaughter.

Budgeting Insurance Family

What Is Juvenile Life Insurance?

David Rodeck | Jan 28, 2022

A woman speaks with a financial advisor on the phone after the unexpected loss of a loved one.

Investments Budgeting Insurance Family

3 Tips for Managing Finances After the Unexpected Loss of a Loved One

Staff Writer | Jan 26, 2022

A senior couple reviews their final expense insurance policy with an advisor.

Budgeting Insurance Family

What Is Final Expense Insurance?

Staff Writer | Jan 05, 2022

A man thinks while resting his chin on his fists.

Budgeting Insurance Family

What Is a Contingent Beneficiary?

Lauren Sieben | Dec 15, 2021

A woman celebrates her birthday with friends and family.

Investments Budgeting Insurance

Turning 65 Soon? Here's a Quick Retirement Checklist

David Rodeck | Nov 22, 2021

Budgeting Insurance Family

What Is Variable Life Insurance?

Riley Adams, CPA | Oct 27, 2021

A senior couple reads life insurance paperwork.

Budgeting Insurance Family

4 Tips for Handling a Lump-Sum Life Insurance Payout

Satta Sarmah Hightower | Oct 20, 2021

An adult child assists her aging parent with financial documents.

Investments Budgeting Family

Becoming a Financial Caregiver for Family? Here's What You Need to Know

Satta Sarmah Hightower | Oct 13, 2021

An adult couple meets with their financial advisor to discuss an inherited IRA.

Investments Budgeting Family

What You Need to Know About an Inherited IRA

Satta Sarmah Hightower | Sep 24, 2021

A lawyer speaks with a couple about being a named beneficiary in a will.

Investments Budgeting Family

What To Do If You Are a Named Beneficiary in a Will

Emily Guy Birken | Sep 22, 2021

A lawyer speaking with a senior couple about how to prevent inheritance theft.

Investments Budgeting Family

Protecting Your Heirs From Inheritance Theft

Emily Guy Birken | Sep 20, 2021

A senior couple sits on a couch with a laptop to discuss setting up a trust fund.

Investments Budgeting Family

How Does a Trust Fund Work, and When Should I Set One Up?

Sarita Harbour | Sep 17, 2021

An older couple discusses life insurance policy changes with their two children.

Caregiving Healthcare Budgeting Insurance

Can My Life Insurance Cover Long-Term Care Costs?

David Rodeck | Sep 13, 2021

Budgeting Insurance Family

5 Common Mistakes to Avoid When Naming Beneficiaries

Staff Writer | Aug 13, 2021

Budgeting Insurance Family

What Is Indexed Universal Life Insurance?

Sonya Stinson | Jul 23, 2021

Two grandparents sitting and laughing with their two grandchildren.

Budgeting Insurance Family

How Much Life Insurance Do You Need in Retirement?

David Rodeck | May 24, 2021

A senior woman walks her dog in a field.

Home Healthcare Investments Budgeting

Retiring Single? What You Need to Know for a Successful Retirement

Sarita Harbour | May 11, 2021

Investments Budgeting Insurance Family

Annuity vs. Life Insurance: What's Right for You?

Sonya Stinson | May 11, 2021

A mother holds her newborn child in her home.

Home Budgeting Insurance Family

Check In on Your Life Insurance When You Hit These 5 Life Milestones

Riley Adams, CPA | Apr 20, 2021

A senior man uses a laptop for research on annuity payout options.

Investments Budgeting Insurance Family

What Are the Different Annuity Payout Options?

Tasha Williams | Apr 19, 2021

Two grandparents read to their granddaughter.

Investments Budgeting Family

How to Open a 529 Savings Plan for Your Grandchildren

Staff Writer | Apr 16, 2021

An older couple sits on a dock at the edge of a lake.

Investments Budgeting

How Do Pensions Work Before and During Retirement?

Staff Writer | Apr 15, 2021

A happy senior couple among moving boxes in a home.

Caregiving Healthcare Budgeting Insurance

What You Need to Know About Hybrid Long-Term Care Insurance

Sonya Stinson | Mar 26, 2021

Budgeting Insurance Family

What to Consider When Purchasing Whole Life Insurance for Seniors

Staff Writer | Mar 24, 2021

Investments Budgeting

When to Start Collecting Social Security Benefits

David Rodeck | Mar 18, 2021

A senior couple walks outdoors while contemplating challenges in retirement.

Wellness Healthcare Investments Budgeting

A Playbook for Navigating Challenges in Retirement

Lauren Sieben | Feb 22, 2021

A pensive woman stands against a wall while looking out the window and sipping from a mug.

Investments Budgeting Insurance Family

Who Needs Life Insurance? 4 Reasons to Consider a Policy

Liz Froment | Feb 17, 2021

A senior couple uses a laptop while estate planning for digital assets.

Budgeting Family

How to Go About Estate Planning for Digital Assets

David Rodeck | Feb 15, 2021

A multigenerational family laughs together on a couch.

Budgeting Family

When to Consider a Secondary or Tertiary Beneficiary

Tasha Williams | Feb 12, 2021

Two smiling grandparents sit outdoors with their grandchildren.

Budgeting Insurance Family

Can You Have More Than One Life Insurance Policy?

Staff Writer | Feb 05, 2021

Investments Budgeting

Setting Up a Power of Attorney for an Elderly Parent

Satta Sarmah Hightower | Feb 02, 2021

A multigenerational family enjoys a day at the beach.

Budgeting Insurance Family

What Is Supplemental Life Insurance?

Emily Guy Birken | Jan 20, 2021

Budgeting Insurance

Life Insurance Buyout: Why and When to Sell Your Policy

Emily Guy Birken | Jan 06, 2021

Healthcare Investments Budgeting

Durable Power of Attorney: What You Need to Know

Liz Froment | Dec 23, 2020

A retired couple signs a legal document as part of the estate planning process.

Budgeting Family

What Is Estate Planning and Why Is It Important?

Carlos Dias Jr. | Dec 14, 2020

Illustration of coins and dollar bills growing over time to represent an annuity investment.

Budgeting

What Is an Annuity and How Does It Work?

Tasha Williams | Dec 14, 2020

A couple reviews their retirement savings with a financial advisor.

Budgeting Insurance Family

What Is a Beneficiary?

David Rodeck | Dec 14, 2020

Budgeting Insurance Family

What Is the Difference Between Term and Whole Life Insurance?

Carlos Dias Jr. | Dec 14, 2020

Budgeting Insurance Family

Is Life Insurance Taxable?

Riley Adams, CPA | Dec 14, 2020

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This material provides general information about the described insurance product(s) for educational purposes only. This is not intended as investment advice or to recommend the insurance product(s). The Center for a Secure Retirement does not provide legal or tax advice. Each individual should seek specific advice from their own tax or legal advisors.

CNO Financial Group, Inc., Bankers Life Agency, Inc. and Center for a Secure Retirement are not connected with or endorsed by the US Government or the Federal Medicare Program

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