15 Jan I have all index funds. Is it time for a change?
Fees are important, but so is your investment goal, time horizon and tolerance for risk....
Retirement
12 Jan I think my son’s marriage could end. What about inheritances?
State law coupled with your estate plan can protect the assets....
12 Jan Is it worth buying pension credits for this teacher?
Pension credits can help boost your payout when you retire. ...
10 Jan At what age can an IRA beneficiary get control of the account?
The age of majority - 18 or 21 - is different for various transactions. ...
09 Jan Do I have too much of my retirement savings in stocks?
Diversity is important, but so is your tolerance for risk. ...
09 Jan I convert funds to a Roth IRA every year. Can we talk taxes?
Estimated taxes can save you from underpayment penalties....
08 Jan What happens to stored embryos in a divorce?
The courts will first look to documents, which may spell out what happens. ...
05 Jan My husband left his assets to our daughter. What can I do?
There are laws to protect a spouse when their partner in marriage dies....