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Jul 11, 2019

Financial Live Events & Webinars | Edelman Financial Engines

Our financial live events cover a range of wealth management topics from retirement planning to investment management. Sign up for a live event near you today!

Dec 18, 2018

10 Things to Do Before You Retire

Illustrations of isometric people doing tasks related to 10 Things You should do before you retire Ready to retire? Here’s what you need to do before you retire. Ric Edelman talks about the 10 things to do to prepare for retirement and plan for your future.

Mar 28, 2012

80 Is the New 65

Ah, the good old days. Life was fab when you retired at 65 with a gold watch, a pension and a monthly Social Security check. If those days are not entirely

Apr 04, 2019

Should You Create a Trust?

Setting up a trust helps manage your assets. Learn about the different types of trusts and their common uses. Find out which trust is best for you.

Jul 29, 2015

Consistency Pays When Participating in Your 401(k)

retirement calculator, what is a 401k, 401k contribution limits Do you make steady 401(k) contributions regardless of market volatility? Consistency pays when participating in your 401(k). Learn how.

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?

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.

Apr 03, 2017

Changing Jobs? Be Aware of These 401(k) Rollover Pitfalls!

401(k) rollovers have its share of drawbacks. If you have changed jobs and are wondering what to do with your retirement account consider these factors