07 Dec Mom died. Can my sister hire an attorney to manage the estate?
The specifics of a will is going to tell you what can be done. ...
07 Dec My partner needs Medicaid. What about our house with a reverse mortgage?
You have to spend down most assets to qualify for Medicaid....
06 Dec Should I increase tax payments or keep the money on the side?
You don't want to be caught owing penalties and interest to the IRS. ...
06 Dec With the omicron variant, should I get out of the stock market?
The stock market has been volatile since the omicron variant was discovered....
03 Dec I got a raise. How should I change my tax withholding?
It's smart to review your withholding when you have a change in pay. ...
03 Dec Should I refinance or get a reverse mortgage for home improvements?
There are many ways to tap the equity in your home. ...
02 Dec I’m 94. Can I still buy an annuity within my IRA?
Annuities can be right for some investors, but they're not for everyone....
02 Dec My employer eliminated my life insurance. Can I deduct the loss?
Life insurance is an important part of your financial plan. ...
01 Dec My wife died. Should I sell our primary home?
There are many considerations before you decide to sell a home....
01 Dec With no SALT deduction, should I move to Florida?
Taxes shouldn't be the only reason to consider a move. ...