25 Feb Giving college money to kid after you divorce, and the tax burden
If you don't stay within certain rules, a money transfer can cost a lot in taxes. ...
Retirement
24 Feb A widower’s options for Social Security
If you lose your spouse, you can be eligible for a widow/widower benefit from Social Security. ...
20 Feb The rules for RMDs if you’re still working
Before you take a Required Minimum Distribution from a retirement account, make sure you understand the rules. ...
16 Feb How to analyze a mutual fund
Before you buy a mutual fund, here's what you should investigate....
11 Feb How often should I check my investments?
It's not healthy for you or your portfolio if you check your investments too often. ...
11 Feb Can my RMD go back into an IRA?
Required Minimum Distributions can't automatically be reinvested in a retirement account. ...
05 Feb What to do with extra money in your monthly budget
If you have extra cash flow, create a plan to use it wisely....
05 Feb The difference between ‘diversification’ and ‘asset allocation’
Both concepts are needed for a good portfolio....