Americans are spending freely again. That has a downside. As the Great Recession faded, American household debt gradually decreased. In...

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...

Families should know about these new tax-advantaged savings vehicles. Families with special needs children have a new tax-advantaged...

What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask retirees that...

Examining a long-held retirement planning assumption. A classic retirement planning rule states that you should retire on 80% of the...

Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a...

Learn about the two new tax perks for these college savings vehicles. Do you have a 529 plan account? Then you will want to know about a...

Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and...

Pay yourself first instead, with your future in mind. Powerball fever swept across America last week, with a record jackpot of $1.5...

What you might do (or do differently) in the months ahead? How will your money habits change in 2016? What decisions or behaviors might...