30 May My college student wants to start investing. Should he use an app?
New investors should start with education before making any decisions. ...
23 May What taxes will be due on these inherited IRAs?
The SECURE Act changed how inherited IRA distributions work. ...
10 May My daughter is getting a job. Can I help her with an IRA?
You must have earned income to contribute to an IRA....
08 May How can I make this inherited IRA last longer?
The rules for inherited IRAs changed with the SECURE Act....
04 May How can we invest in ESG or socially responsible companies?
There are many options for investors who care about social issues....
03 May My ex died. Can I claim his retirement benefits?
Your divorce settlement would dictate what you may be due....
27 Apr Should I take Social Security now or should I wait?
The longer you wait, the larger your benefit will be....
27 Apr Do I have enough money to retire in two years?
Before taking the plunge, examine your expenses and resources....
26 Apr We’re getting married. Should we merge accounts or keep them separate?
There are pros and cons to different money arrangements with a spouse....
25 Apr We are thinking of pre-paying our funerals. What are the options?
There are several options to provide for your final expenses....