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...

You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...

After a lifetime of hard work, you want to enjoy a good retirement. You want to do more than just pay the bills and survive. If so, sound...

Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...

Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...

Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...

According to a recent article in the Sacramento Bee, titled “Reports of elder financial abuse surge in Sacramento County,” elder...

June 26 is the day last year that the Supreme Court declared same-sex marriage legal in the U.S. Bankrate’s article, “Same-sex marriage...

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...

When you work, some of your income (currently 6.2% of eligible wages) is withheld for Social Security tax. When you retire, you’re...

According to an article from NJ 101.5, “Is that will still valid if you move?,” the majority of the time that will is going to be valid...

There are growing reports of trouble on the horizon for Muhammad Ali’s estate and his legacy, according to Forbes’ recent article...

A recent article from NJ 101.5, “Should you leave a business in your will?,” asks whether using a will for business succession may have...

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...

Life insurance can be very complicated and confusing. It’s also an area where mistakes can be made very easily. A recent study that...

The Huffington Post says that more than 40% of people over age 65 need care in a nursing home for some period of time. The article, “What...

ThinkAdvisor’s article, “New Estate Planning Strategies for a Post-Portability World,” says that there may be many folks who’ve continued...

Bloomberg BNA’s recent article, “Future of Popular Estate-Planning Tool May Hinge on Election,” discusses the grantor retained annuity...