Where do things proceed from that point? Every day, people die intestate. In legalese, that means without a will. This opens the door for...

The basics on capital gains & deductions. Buying or selling income property has definite tax consequences. A taxpayer should clearly...

How separate (or intertwined) should your financial lives be? Some spouses share everything with each other – including the smallest...

Keep an eye on where it goes, as some destinations may be better than others. You can probably envision how most of your retirement money...

When should you apply for benefits? Consider a few factors first. Now or later? When it comes to the question of Social Security income,...

Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts...

Monetary policy is normalizing due to economic improvement. On March 15, the Federal Reserve raised the benchmark interest rate by a...

Breaking down the basics & what each part covers. Whether your 65th birthday is on the horizon or decades away, you should understand the...

About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about...

Over time, these seemingly small factors could make a major difference. Saving for retirement takes decades and demands the investment of...