Many parents face this issue, says NJ 101.5 in its recent post, “When you don’t trust a child with money.” There are some children,...

One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...

If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...

Congress used to wait until the end of the year to extend the law that let people make a tax-free donation of up to $100,000 from their...

All of the details of Ali’s will have not been uncovered after his recent death. Nonetheless, Investment News says in “How will Muhammad...

The good news is that you’re going to live a long life. The bad news is that you may face the difficult transition of requiring nursing...

Some of the money that’s owed is from Whitney’s song and performance royalties. There’s also a $9 million dispute over the value of her...

The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have increased the amount that you are...

When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...

Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...

Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...

Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...

While some decisions may be put off because they’re too personal, there are decisions that need to be made that are simple and...

Baby boomers have begun to think about several concerns as they prepare for retirement. A recent survey found that of the top fears of...

Every state has intestacy laws that govern whom among a deceased’s relatives will receive the property and assets when there’s no will or...

One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens,...

Financial regrets—we’ve all had some. But in “8 Financial Decisions You’ll Regret Forever” Kiplinger asked financial planners and...

Take a look at Kiplinger’s “12 Ways to Go Broke in Retirement” and learn how to avoid them. Relying on a single source of income....

Why recharacterize? The top reason people do this is because the account has declined in value. A recharacterization cancels out the...