Browsing: Retirement

Passing money from one generation to the next in trust can have its pitfalls. Often when a trust is created, the ultimate beneficiaries are not even…

True Link Financial offers a debit card with spending controls expressly designed for people with dementia, other cognitive deficits or addiction issues. It also manages special…

Many investors who prospered from gold’s bull market will be surprised by how profits on their gold investments are taxed. Gold is a collectible in the…

Hustle culture and the ever-shortening form of advice have led to the deification of undying devotion—whether to a cause, a goal, or a priority. This oversimplification…

Before moving from a state or establishing a second home, know how the state you currently reside in will react. States with net losses of residents…

In a seemingly off-the cuff television remark, President Trump said he’d protect Medicaid from government spending cuts. Don’t count on it, especially since at nearly the…

In late 2024 just before the end of its session, Congress passed the Social Security Fairness Act. The president signed the act into law in early…

One of the most difficult steps in estate planning is developing a plan to preserve a collection or other special assets. Serious collectors often put a…

Some parents do a fine or at least adequate job. Some do not. For those adult children who did not have adequate parenting, there may come…

When you change jobs, you’ll need to decide what to do with your old 401(k). A common choice is to roll the old 401(k) into an…