April 26, 2016

 

Let them know how they will receive retirement assets and insurance benefits.

 

Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?

 

If you have a proper wi...

April 19, 2016

That development may mean lifestyle as well as financial adjustments.

 

Your significant other may retire later than you do. Sometimes that reality reflects an age difference, other times one person wants to keep working fo...

April 10, 2016

Americans are spending freely again. That has a downside.

 

As the Great Recession faded, American household debt gradually decreased. In fact, it declined by $1 trillion between mid-2008 and mid-2014, according to the Fede...

April 4, 2016

What is cost basis? Stepped-up basis? How does the home sale tax exclusion work?

 

At some point in our lives, we may inherit a home or another form of real property. In such instances, we need to understand some of the jar...

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