06 Dec My father died. How can I find his life insurance policy?
There are several ways to track down a missing policy....
06 Dec My income is $125K. Do I qualify for the ANCHOR property tax break?
The ANCHOR program replaces the Homestead Rebate and includes more residents....
05 Dec After FTX debacle, what should we know before making an investment?
Diversity is the key to making sure your portfolio stays on track. ...
05 Dec I’m a homeowner. How do I shop for a reverse mortgage?
Before you take a reverse mortgage, make sure it suits your goals. ...
02 Dec If we sell property in Dominican Republic, do we owe U.S. tax?
You can take steps so you're not double taxed on a sale....
02 Dec We want to cut one child out of our will. Can we?
There are strategies to avoid fights over the estate after you're gone....
01 Dec Mom lives with me. Should I file taxes as head of household?
If you qualify, filing as head of household can save on taxes....
01 Dec I own my home with my sister. Can we both get ANCHOR tax breaks?
The new ANCHOR property tax break offers savings to more people. ...
30 Nov What would happen if a husband takes property out of a trust?
The details and language of a trust are the deciding factors....
30 Nov Do you get the 8.7% Social Security increase if you’re not getting benefits yet?
Social Security recipients are getting a big raise because of inflation. ...