Browsing: Personal Finance

Introduction and Background Let’s start with a quick refresher to set the stage for an important issue confronting many people who have created trusts. The Corporate…

The economy pumped out a surprisingly strong 216,000 new jobs in December, the Department of Labor said Friday, suggesting lots of residual strength in a cooling…

How much money should you expect to spend in retirement? That’s an important question to answer as you’re planning for retirement. If you prepare a budget…

My husband and I signed a prenuptial agreement before we married. This is my second marriage, his first. He has no children. I have one child…

How long can retirees expect to live in retirement? It’s an important question that’s often misunderstood. Surprisingly, most people underestimate how long they might live, which…

I met a guy on Tinder MTCH, -0.34% and had an introductory telephone conversation, which I always think is a good idea before making the effort…

With Valentine’s Day approaching and tax season underway, both love and money are in the air. Although most couples claim to be well-aligned when it comes…

Wealth – the difference between what people own and what they owe – serves as a financial buffer in an emergency and as a means towards…

I’m a single man in Florida, living at my parents’ house and I want to buy my first home soon to avoid being completely priced out…

This piece is written in collaboration with a colleague of mine, Amir Noor, CFP®, director of financial planning at United Financial Planning Group, who first developed…