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A very common family transaction is the transfer of funds to a child or other heir. How that ubiquitous matter is handled is key to the…

Tax-exempt bond funds offer handsome yields these days. This survey takes you quickly to the 40 Best Buys. Good news for savers in fairly high tax…

When it comes to retirement planning, most people know they need to save, but few understand how certain retirement investment strategies can impact the amount of…

Sahil Bloom recently shared a jarring stat: “By the time your child turns 18, you’ve spent ~95% of the time you will ever spend with them…

For many years the best action to take with a 401(k) account when leaving an employer was to roll over the account to an IRA. The…

Retirement planning usually starts with a simple idea: save enough money to replace your income. But there’s one big problem. As you grow older, your income…

TikTok has dominated headlines recently, but its influence on pop culture has been building for years. As a father of young adults and a teenager, I…

In the current political environment, it’s very likely the current lifetime estate and gift tax exemption amount won’t expire after 2025. Estate and gift taxes should…

We soon will learn what Congress and the Trump administration have in store for Medicaid. But while the state/federal program has become a high-profile target, it…

There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them. Using the shortcuts…