News
How you can benefit from estate planning at any stage or walk of life
3+ week, 4+ day ago (29+ words) How you can benefit from estate planning at any stage or walk of life'CBS News How you can benefit from estate planning at any stage or walk of life...
What are beneficiary forms? What to know on retirement accounts and life insurance.
1+ mon, 1+ day ago (49+ words) It's important to designate who will get what after you're gone, and for retirement accounts and life insurance, this is determined by beneficiary forms, not your will, explains financial expert Dustin Smith, with Wealth Enhancement Group. What are beneficiary forms?...
Here are our financial expert's points in favor of hiring a financial expert
3+ mon, 5+ day ago (27+ words) Here are our financial expert's points in favor of hiring a financial expert'CBS News Here are our financial expert's points in favor of hiring a financial expert...
Setting financial goals for 2026? Why you should opt for "micro resolutions" and lock in now
3+ mon, 3+ week ago (388+ words) December 10, 2025 / 8:30 AM EST / CBS Philadelphia Nearly 3 in 4 Americans say they fell short of their saving and spending resolutions this year, but most are optimistic that 2026 will be their year for a "resolution rebound." That's according to a new survey released…...
How do you start a conversation about estate planning?
4+ mon, 2+ day ago (25+ words) Dustin Smith, of Wealth Enhancement Group, shares some tips for juggling the conversation against the holidays. How do you start a conversation about estate planning?...
How to prepare a will and testament
5+ mon, 2+ week ago (23+ words) Jill Schlesinger tells CBS News Texas why it's important to have a last will and testament. How to prepare a will and testament...
Only 1 in 4 Americans has a will — experts urge families to plan ahead
5+ mon, 2+ week ago (77+ words) A new survey shows only 24% of Americans have a will, with the "sandwich generation" " those caring for both children and aging parents"being the least prepared. Experts stress the importance of having three key documents: a will, a durable power…...
Estate planning tips with CBS News Business Analyst Jill Schlesinger
5+ mon, 3+ week ago (28+ words) Necessary steps in estate planning include a will, naming an executor, power of attorney and a healthcare proxy. Estate planning tips with CBS News Business Analyst Jill Schlesinger...
Only 1 in 4 Americans has a will. Here's what you need at bare minimum.
5+ mon, 3+ week ago (34+ words) CBS News Business Analyst Jill Schlesinger shares advice for making sure your estate planning is commensurate with your wishes. Only 1 in 4 Americans has a will. Here's what you need at bare minimum....
How to create a will and why it's important for estate planning
5+ mon, 3+ week ago (33+ words) Moneywatch's Jill Schlesinger takes us through how to create a will and why having a will is essential for estate planning. How to create a will and why it's important for estate planning...