Browsing: Personal Finance

At 100-day mark of Donald Trump’s second term, retirement security — already precarious for millions of Americans — is taking another serious blow. If you feel…

One of the main dilemmas people face as they get older is where to live. The common questions are: Should we stay in our home as…

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…