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....
21 Apr I have to take an RMD. Will this strategy help me save on taxes?
Some tax-saving strategies also have downsides for your finances....
20 Apr Can I stop taking Social Security once I’ve already started?
You can make changes, but you'll have to give some money back. ...
12 Apr Can I do anything to prolong withdrawals from inherited IRA?
The SECURE Act changed the way you must take withdrawals from inherited IRAs....
11 Apr I’m giving my daughter a brokerage account. How to choose?
The right kind of brokerage account depends on your needs - and fees....