Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
Death before distribution, B.C. court rules
In a decision handed down in February 2025, the lower court ruled — based on its interpretation of…
We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?
Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…
Talking Money: Conduct a “new year” review for financial well-being – Prescott Daily Courier
Talking Money: Conduct a “new year” review for financial well-being Prescott Daily CourierThe Budget Battle Begins canyon-news.comColumn: Start the new…
Estate planning helps limit costly mistakes: ‘My Mother’s Money’ author
Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…
I want my $2.5M estate to go to my son — not his wife. Can I legally ensure the inheritance stays with him?
Elder woman When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine…
This RMD mistake costs investors up to $1.7 billion annually
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
Rising risk of digital unclaimed assets – RM135b in e-wallet funds | Malaysia
MALAYSIA’S surging use of digital wallets may be creating the country’s next major pool of unclaimed assets, with…
I plan to leave my entire $2.5M estate to my son, but I don’t want his wife to ever get any. How do I ensure that?
When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine Joan, a…
IRS announces Roth IRA income limits for 2026
Kseniya Ovchinnikova | Moment | Getty Images The IRS has unveiled the Roth individual retirement account contribution and income limits…
401(k) contribution limits 2026: IRS increases savings cap
Maskot | Digitalvision | Getty Images The IRS has announced new 401(k) contribution limits for 2026. In its release on…
Moving to a new state? Make sure to unpack, update your estate plan
Watch Outer Banks home put on dolly, moved from eroding tides A waterfront home was put on a…