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Four Ways to Give Money Tax-Free to Your Kids When You Die
If you’d prefer that your estate not pay more taxes than necessary, then these strategies are for you. -
Should You Pay Cash When You Downsize? Here Are Three Scenarios
The proceeds from selling your current home have made it possible to pay cash for your retirement home, but should you skip the mortgage? -
Can’t Afford It? There’s No Shame in Saying So
Trend of loud budgeting emphasizes being open about skipping unnecessary purchases and sticking to your budget, while older generations still struggle to talk about their finances. -
How to Plan for Retirement’s Go-Go, Slow-Go and No-Go Years
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older. -
How Life Insurance Can Help You Preserve Your Wealth
Life insurance not only provides liquidity for your family to cover immediate expenses after you pass, but it also can minimize estate taxes. -
Are Bonds Back? A Fresh Look at Fixed Income in 2024
With interest rates poised to possibly start falling, investors might consider shifting to longer-term fixed-income securities to lock in higher yields. -
Wealth Transfer Is About More Than Just Money
Families have many forms of capital beyond their money. Here are five of them, plus ways to easily ‘transfer’ them to younger generations. -
Should You Enroll in Medicare if You Still Have a Job?
This question is being asked more than ever these days, so here’s what you can do when it comes to making Medicare decisions while you’re still working. -
Donald Trump's Net Worth Hits $6.5 Billion, Despite Legal Woes
Boosted by Truth Social stock deal, Trump is thrust into the world’s wealthiest 500 people on the Bloomberg Billionaires Index
