13 Nov Which investments are affected by higher interest rates?
Higher interest rates have pros and cons for different businesses. ...
10 Nov What happens to these assets if the heir dies first?
Beneficiary status and the language of the will determines what happens....
10 Nov Should I take from inherited IRA to buy a vacation house?
You're looking at a big tax bill and an unfriendly market for buyers....
09 Nov Last year we got 2 ANCHOR payments. Why not this year?
Benefits are based on cutoff dates for the specific benefit year....
09 Nov How can I apply for ANCHOR this year?
This is the second benefit year for ANCHOR property tax rebates....
08 Nov How are custodial accounts considered for college financial aid?
Colleges will want to know what assets a student has in their name. ...
07 Nov How can I find my first late husband’s Social Security number?
You may be able to get higher benefits on your former spouse's record....
07 Nov Grandparents want to give gift of stock or cash. What’s better?
There are several pros and cons to different types of money gifts....
06 Nov My parents pay my taxes. Should I change CPAs?
Paying tax is your responsibility. Welcome to adulting....
06 Nov Are 401(k) plans subject to the inheritance tax?
The inheritance tax is levied based on your relationship to the deceased. ...