Latest
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Worried Your Heirs Will Blow Their Inheritance? Make a Plan
Ensuring that younger generations don’t waste the wealth you’ve worked so hard to build starts with careful estate and tax planning.
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Why Prenups Are Not Just for Celebrities
A prenuptial agreement helps protect your assets in a divorce. Here's what to know
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The Do’s and Don’ts of Inherited IRAs
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?
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Six Custom Tax Planning Tips for High-Income Individuals and Families
Tax planning is a multifaceted process that requires a personalized approach, especially for high-income individuals and families.
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How Getting Married Affects Your Social Security Benefits
Once you tie the knot, your Social Security benefit will be forever tied up with your spouse’s — and that can be a good thing if you understand how it works.
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Smart Ways to Handle an Inheritance
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
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Leaving Property to Multiple Heirs? What to Consider
A family meeting is essential to determine whether your heirs want the property, and then it’s a matter of choosing the legal arrangement.
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Choosing Your Trustee: These Are the Common Options
A friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options.
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
places to live
