20 Jan Calculating capital gains tax on inherited stock
Determining what capital gains taxes may be owed on inherited stock....
15 Jan What assets get shared in a divorce?
Assets that were yours before your marriage could stay yours in a divorce. ...
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....
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 Taking a pension now or later
When you take a pension will normally make a big difference in your monthly payment. ...
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 My pension: a lump sum or a monthly payment?
A lump sum might sound attractive, but it's not always the best pension option....
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. ...
17 Dec When a financial advisor won’t answer your questions
If your financial advisor doesn't take time to answer your questions, it's time for a new advisor. ...