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The stakes can be higher for a second marriage, because you probably have built a more established career, have amassed more assets and possibly some children as well. So be prepared before you set foot down that aisle.
See More On: Family Finances | Financial Planning | Making Your Money Last
The passage of the 2017 Tax Cuts and Jobs Act was the beginning of tax change, not the end. It's likely to touch off plenty more changes ahead ... so be prepared to take advantage of them if you can.
See More On: Tax Planning | Family Finances | Financial Planning
Easy-money policies across the globe have set us up for some rocky times ahead. Here's why, and what retirement savers and investors should be doing now to protect themselves.
See More On: Saving for Retirement | Financial Planning | Stocks & Bonds
Many people take Social Security early and put off tapping into their IRAs and 401(k)s until they must. But that's the opposite of what most should do, because waiting until 70 to take benefits can pay off in more ways than one.
See More On: Social Security | 401(k)s | Family Finances
If you're getting hounded by calls, emails or letters from the IRS, how do you know they're legit? Here are some warning signs of scams to watch out for.
See More On: Scams | Family Finances | Tax Planning
You might not be thinking about the practical tasks that need to be accomplished as soon as possible, but these steps are critical to safeguard an estate and ensure that it is passed down as smoothly as possible.
See More On: Estate Planning | Family Finances | Financial Planning
Let me set the record straight on the two main types of annuities for you.
See More On: Making Your Money Last | Annuities | Family Finances
Starting in 2018, the tax deduction that giving to charity provides may be no longer be available to many people. That is, unless they change the way they give. Here are three strategies to help keep the deduction many count on.
See More On: Tax Planning | Financial Planning | Tax Breaks
The Tax Cuts and Jobs Act preserved or even beefed up many tax breaks available through workplace benefits programs. Here's how to make the most of those benefits.
See More On: Tax Planning | Employee Benefits | Tax Breaks
You've heard the term bandied about lately, but do you understand what a trade war with China would really be like? Are we headed that way, or is this more of a bargaining chip for future negotiations? It's worth exploring.
See More On: Markets | Financial Planning | Foreign Stocks & Emerging Markets
Conventional wisdom holds that bonds' value falls as rates rise, and rates are rising, so now what? Well, before you start selling, read this.
See More On: Saving for Retirement | Financial Planning | Markets
A set-it-and-forget-it investing approach is certainly a pretty easy route for retirement savers to take, but it might be contributing to some big problems for portfolios, and even the market itself, down the line.
See More On: Index Funds | ETFs | Financial Planning
A happily ever after retirement requires a real plan. Here are some of the (tough) questions your retirement planner should be asking you in order to make that plan.
See More On: Financial Planning | Budgeting | Family Finances
If you go by the book, you would shoot for 10% to 20% of your gross income. But that ballpark figure can be deceiving.
See More On: Saving for Retirement | Budgeting | Family Finances
Grandparents have the power to help shape little ones' financial futures, and all it starts with some good old heart-to-heart talks.
At least 10 years before you plan to retire you should start taking a hard look at how much you're spending. Getting a handle on that number (and how to improve it) is key for a secure retirement.
If your property was flattened by hurricane, fire or even by an eminent domain project, you might have gotten a big settlement check. But that could also mean a hefty tax bill. To avoid that, consider this maneuver.
See More On: Wealth Management | Financial Planning | Home Insurance