14 Jan How much is too much to pay for investment fees?
Advisors should be paid for their work, but fees shouldn't significantly hurt your return....
14 Jan Will a bankruptcy stop me from getting student loans?
What a bankruptcy means for securing student loans....
13 Jan Squabble between sisters brewing over sale of inherited home
Sisters with different goals inherit a home....
13 Jan Sending your Required Minimum Distribution (RMD) directly to charity
You may be able to save tax dollars by donating your Required Minimum Distribution (RMD) directly to charity. ...
09 Jan Juggling 529 plans for three kids to pay for college without borrowing… yet
If you're the owner of a 529 plan, you have several options for beneficiary changes if you need them....
09 Jan Taking a pension now or later
When you take a pension will normally make a big difference in your monthly payment. ...
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....