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. ...
10 Jan I’m nervous about the stock market. Should I buy gold coins?
Don't let commercials scare you into buying any investment. ...
26 Dec How can I maximize my kids’ inheritance from these IRAs?
There are strategies to use, but the IRS will want its part eventually. ...
20 Dec I inherited this IRA and annuity. When do I have to take the money?
There are several factors that determine how you should treat inherited assets. ...
20 Dec How often should I check my portfolio now that Trump was elected?
If you're in it for the long-term, the presidency doesn't really matter. ...
19 Dec Should I rebalance my portfolio or let it ride?
It's tempting to stay with investments when they're winning, but there's more to think about. ...
17 Dec Can you collect unemployment if you are collecting a pension?
The rules for what you need to report to unemployment are very specific. ...