Key Takeaways: Estate planning can be difficult to talk about—a 2021 Gallup poll showed that 64% of American adults working with a financial advisor have never discussed their estate plans with that advisor. A distribution of assets plan can help ease your anxiety and broach the difficult subject of legacy planning with a trusted financial...
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As we begin the new year and get closer to tax day in April, many of us are thinking more about planning for taxes and different strategies we can take to be more tax-efficient. Many federal tax policies and priorities are still up in the air, which can lead to some confusion as to what...
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Figuring out what would happen to your loved ones if something happened to you may seem stressful and time-consuming. But if you want a say in who gets what — and most importantly who cares for your kids (or your pets) — then you need an estate plan. You may think you don’t need one...
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As parents get older, they often include their adult children in deciding what type of housing they should consider. One of today’s trends is the rise of mother-in-law suites, which can also be called granny suites, granny pods and granny flats. These separate-but-connected spaces provide a way for adult children and their aging parents to...
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If you’re running a business, you should have a contingency plan in case one or more key people leave, no matter if it’s because of retirement, death, a disagreement over strategy or a job opportunity at another firm. In some cases, such planning is crucial to ensure an orderly transition in ownership. It is an...
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Understanding Medicare can be difficult, but the Nationwide Retirement Institute® is here to help you by sharing some of the most common Medicare questions.
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Are you thinking about returning to work after retirement? You might want to earn some extra income, stay social, or create more structure in your daily routine. Whatever your reason might be — and whether you’re already retired or are getting ready to leave the workforce in your current capacity — yes, you can work...
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For Millennials, figuring out how and where to save money and invest it is a little trickier than for previous generations. In many ways this group has the same financial concerns of previous generations. They might be paying off student debt, saving for a house, putting money into retirement accounts, building an emergency fund and...
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Moving to a new home can be stressful, especially for your pet. Check out these helpful tips for moving with pets.
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A reference Trusts are an integral part of estate planning and funding a trust so that it meets the needs of a client’s estate and wealth transfer goals involves a proper and sound strategy. Nearly any type of asset can be used to fund a trust, including stocks, bonds, cash, mutual funds, real estate property,...
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Does your aluminum boat need a fresh new coat of paint? We have tips to make the process easier.
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Inflation is at the top of everyone’s minds right now. Our recent Nationwide Retirement Institute® survey found the majority of U.S. parents (60%) listed inflation or the rising cost of living as their top financial concern right now. [1] Coming out of the Covid-19 pandemic, we have seen supply-chain issues, as well as rising consumer...
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Key Takeaways: You may be wondering how to ensure that you’ll have sufficient funds to live comfortably in retirement—and although there isn’t a one-size-fits-all approach—there are a few well-known tricks to help you make the most of your retirement savings. The 4% rule is a general retirement guideline suggesting that you can safely withdraw funds...
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If you’ve ever considered bringing your dog on vacation, you probably know that flying with a pet can be difficult due to airline restrictions. When you hit the road with your pup by your side, you have much more flexibility and freedom for the furriest member of your family on the way to your final...
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Homeownership comes with lots of responsibilities, and one of the most expensive is replacing your roof at the end of its life expectancy. But before choosing to replace your roof, there are some things to consider—and you should always consult a professional before making any decisions. How often do roofs need to be replaced? How...
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