With or without the estate tax, it addresses several key priorities. Every few years, predictions emerge that the estate tax will sunset....

Resist the temptation. Your future self will thank you. Retirement accounts are not bank accounts. Nor should they be treated as such....

How can you protect yourself against ransomware, phishing, and other tactics? Imagine finding out that your computer has been hacked. The...

The available data is more encouraging than discouraging. Women 35 and younger are often hard-pressed to save money. Student loans may be...

What beneficiaries need to know and consider. At first glance, the rules surrounding inherited IRAs are complex. Here are some questions...

Deficient coverage may cost you someday. Many households and businesses are insufficiently insured. The problem is not necessarily the...

These tools can shield inherited IRA assets from lawyers and creditors. Inherited IRA assets are vulnerable in bankruptcy proceedings....

An option that may help your retirement efforts. How should your 401(k) be invested? While some investors manage their 401(k)s...

What are the potential benefits? What are the drawbacks? If you own a traditional IRA, perhaps you have thought about converting it to a...

What can you do to lessen its impact for your heirs? Probate subtly reduces the value of many estates. It can take more than a year in...

Many plans need refining. Others need to avoid conflicts with Department of Labor rules. At times, running your business takes every...

They invested heavily in what was “hot” and got burned. A new generation of investors is coming to the forefront: your generation....