02 Feb Maximizing Social Security when one spouse has health issues
Making a smart Social Security decision when one spouse has health issues. ...
30 Jan The lowdown on Required Minimum Distributions (RMDs)
When you have multiple IRA and annuity accounts, Required Minimum Distributions (RMDs) can be complicated....
23 Jan When can I afford to retire?
You need to understand your income sources in retirement before you take the plunge....
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....