It’s no fun to think about making your will. Nevertheless, says estate-planning attorney Martin Shenkman, “A will is a critical document that probably everyone 18...
Financial
From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.
All Financial Articles
Comprehensive Guide to Assets: Examples, Types, and How They Impact Your Finances
How best to assess one’s assets? A quick glance at a brokerage statement might seem to provide a sufficient summary of someone’s assets, but reality...
How to Void a Check: Step-by-Step Guide, Uses and Safety Tips
In this age of electronic banking, voiding a paper check can seem like an anachronism…so much so that many people no longer even know how...
How Your Emergency Fund Acts as a Personal Form of Insurance
You’ve probably been advised to save up a stash of money to manage life’s emergencies. Of course, we also take out insurance in case of...
Buying a House in Retirement: Essential Tips, Mortgage Options and What to Consider
One of the primary considerations for people preparing for retirement is housing—will you be buying a house in retirement? Staying put? Downsizing? Renting? If you’re...
Understanding the Different Types of Taxes: A Practical Guide for Everyday Taxpayers
Whether you like it or not, taxes are an inevitable part of life. But you may not know why you pay them or where the...
How the Social Security Spousal Benefits Loophole Closed—and What Couples Need to Know Now
Retired wage earners aren’t the only ones eligible for Social Security benefits. Wage earners’ spouses often can claim benefits, too, based on their husbands’ or...
IRA vs 401(k): Key Differences, Benefits and How to Choose the Right Retirement Account
Many workers have two major ways to save for retirement in tax-advantaged accounts—an IRA and a 401(k). “They have very different rules, but both are...
10 Warning Signs of the Worst Medicare Supplement Companies (and How to Avoid Them)
Is there a dangerous gap lurking in your Medigap plan selection process? Medigap plans, also known as Medicare Supplement Plans, are a type of health...
Inheritance Tax: What Is it and How Is It Calculated?
A New Jersey woman wanted to leave $75,000 to each of her four siblings in her estate plan. She didn’t realize that the gift would...
Don’t Fall For the Latest AI Scams
You get a call late one afternoon that no parent wants: “Dad, I crashed the Toyota, and someone got really hurt. I need $10,000 for...
What Is the Next of Kin Order?
In the field of estate planning, clients often have questions about “next of kin”—what is next of kin?…what is next of kin order?…who has more...
