Latest
-
Ins and Outs of Domestic Asset Protection Trusts (DAPTs)
You can create this type of self-settled irrevocable trust to protect your assets for yourself, rather than for someone else, but there are limits.
-
When Is the Perfect Time to Buy Life Insurance?
This is not an easily answered question, other than 'when you're the youngest and healthiest you can be.' Your occupation, habits and extracurricular activities will also affect your premium.
-
How (and Why) to Talk Money at Your Family Dinner Table
Believe it or not, your teenagers want to hear what you have to say about money and your family’s financial decisions. But be willing to listen, too.
-
Naming Beneficiaries for Inherited IRAs: What You Need to Know
The rules for how to handle an inherited IRA differ depending on the beneficiary, and you should also consider the tax implications of required minimum distributions (RMDs).
-
The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
places to live -
Four Do’s and One Don’t to Help Protect Your Inheritance
If you’re lucky enough to inherit a lot of money, keeping these five things in mind, especially knowing the tax implications, could head off some regrets.
-
Three Details That Matter for a Successful Retirement
Many people skip over retirement planning specifics that could help them create a stronger plan that would better match their needs. Here’s how to not do that.
-
13 Smart Estate Planning Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
retirement -
A Donor-Advised Fund Can Give Your Charitable Giving a Boost
Save on taxes and donate more to your favorite charities by using a donor-advised fund, or DAF. Here’s how to maximize your giving with this strategic approach.
