08 Jan Gifting assets to lower estate tax burden
Gifting money before you die can be a great way to lower estate taxes, but the move isn't without consequences. ...
08 Jan A safe and sound investment with a 12% return?
Safe and sound and 12% don't fit in the same investment sentence. ...
07 Jan Does my income count this year or last year?
When your boss sends your payment versus when you receive the check -- it matters for your tax return. ...
07 Jan My pension: a lump sum or a monthly payment?
A lump sum might sound attractive, but it's not always the best pension option....
06 Jan Use a team of experts to create your estate plan
When you're planning for estate taxes, you'll benefit from a team of money pros. ...
05 Jan My mom died and I’m managing her estate. Now what?
If you're the executor of an estate, you need to understand estate and inheritance tax rules....
05 Jan Was I charged the correct sales tax?
How much sales tax you're charged depends on if you're buying a sale item or an item with a manufacturer's rebate....
30 Dec My parents bought savings bonds for college. Is there a better choice?
A 529 Plan is the most-recommended college savings plan for younger children....
30 Dec When a financial advisor doesn’t pass the smell test
If a financial advisor makes you nervous, find another financial advisor....
29 Dec Tips to evaluate a retirement community
There are lots of questions to ask before you buy into a 55-plus adult community. ...