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. ...
18 Dec Does a gift have to be reported as income?
How much you give matters, but not for income taxes....
18 Dec Should I take Social Security to help pay for health insurance?
If you take Social Security early, you're taking money out of your pocket. ...
17 Dec Does a deed have to be changed to get property tax benefits?
There are pros to changing a deed after someone dies. ...
17 Dec Can you collect unemployment if you are collecting a pension?
The rules for what you need to report to unemployment are very specific. ...
16 Dec Can I get unemployment and SSDI at the same time?
Each benefit has different eligibility requirements. ...
16 Dec Can I give my kids Roth IRAs for Christmas?
Money for a future retirement is a very valuable gift. ...
13 Dec How can I decide the best time to take Social Security?
You need a close look at your income sources and your retirement expenses. ...
12 Dec Can someone other than heirs manage money when we’re gone?
There are several ways to manage your estate after you die. ...
12 Dec My wife wants a horse. I think it costs too much. Thoughts?
Before you make a big financial commitment, know what you're getting into. ...