07 Nov I took a COVID withdrawal. When will the money be taxed?
You have some options on taxes, but when you receive the funds is important. ...
04 Nov Mom died. How can we deduct property taxes on her house?
You have several options when completing final tax returns. ...
04 Nov I’m retired and turning 64. When should I take Social Security?
The longer you wait to take benefits, the larger your monthly check....
03 Nov What’s the best plan to make cash accessible after my death?
Certain assets will be easier to access than others for your heirs....
03 Nov My brother died. How do we put a value on his property?
There are standards to follow to value someone's property after their death....
02 Nov I want to invest more. What should I do in today’s stock market?
In a volatile stock market, slow and steady may be the answer. ...
02 Nov How is the FAFSA changing if you have 2 kids in college?
Big changes are coming, and it will cost some families lots of aid. ...
01 Nov Can Medicaid take a settlement from an injury lawsuit?
Funds from settlements can be recovered in certain circumstances....
01 Nov How much more Social Security will I get at age 70?
The longer you want to collect, the higher the benefit....
31 Oct I have an inherited IRA. How does the 10-year rule work?
Most people who inherit IRAs will have to take out all the money in 10 years. ...