31 Jan I’m getting remarried. What happens to Social Security benefits?
There could be changes to your benefits if you get remarried....
Retirement
30 Jan I was getting my ex’s pension and he died. Now what?
Several items determine what happens to a pension after someone dies. ...
13 Jan My advisor has left a large brokerage firm. Should I follow him?
There are many questions to ask your financial planner when big changes happen. ...
10 Jan I’m nervous about the stock market. Should I buy gold coins?
Don't let commercials scare you into buying any investment. ...
26 Dec How can I maximize my kids’ inheritance from these IRAs?
There are strategies to use, but the IRS will want its part eventually. ...
20 Dec I inherited this IRA and annuity. When do I have to take the money?
There are several factors that determine how you should treat inherited assets. ...
20 Dec How often should I check my portfolio now that Trump was elected?
If you're in it for the long-term, the presidency doesn't really matter. ...
19 Dec Should I rebalance my portfolio or let it ride?
It's tempting to stay with investments when they're winning, but there's more to think about. ...