28 Feb I just inherited an IRA from a neighbor. What should I know?
The rules for inherited IRAs depend on your relationship to the deceased. ...
27 Feb When my kids get jobs, what should happen to the money?
Money lessons for teens can last them a lifetime. ...
24 Feb I’m retiring soon. Should I go to all cash because of Trump?
When markets may be volatile, you need a long-term plan. ...
19 Feb How should I rebalance my portfolio with Trump in office?
Your allocation should depend on your goals, time horizon and risk tolerance. ...
18 Feb Will I get higher Social Security based on my ex’s record?
You may be eligible for a higher benefit based on your ex-spouse's record. ...
06 Feb How is a pension calculated when there’s a divorce?
Exactly what happens should be spelled out as part of your divorce. ...
03 Feb I just inherited money. How should I arrange the accounts?
Remember asset allocation, diversification and the rules for inherited IRAs. ...
31 Jan I’m getting remarried. What happens to Social Security benefits?
There could be changes to your benefits if you get remarried....
30 Jan I was getting my ex’s pension and he died. Now what?
Several items determine what happens to a pension after someone dies. ...
13 Jan My advisor has left a large brokerage firm. Should I follow him?
There are many questions to ask your financial planner when big changes happen. ...