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How much does the average American household have in the bank? Estimates vary, but the short answer to this question is “not enough.” Last year, a GoBankingRates poll discovered that 57% of U.S. households had less than $1,000 in deposit accounts

By choice or by chance, some people wrap up their careers before turning 60. If you sense this will prove true for you, what could you do to potentially make your retirement transition easier? As a start, you may need to

If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income will not pay for, and a special needs trust may be used to

Some estates are hard to divide fairly. Families can have their net worth in illiquid assets, investment properties, collectibles, or private company interests.

Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal

Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to the charity and to you. To deduct charitable

Some of us may retire at 65 and live to 100. Advances in health care may make this a possibility. The corresponding question is: will we outlive our money?

One day, you are notified that your financial advisor is not going to be around anymore. Your advisor has left for another firm, is changing careers, is retiring, or has passed away. What do circumstances like these mean for you? Here

You may be shocked to learn that part of your Social Security income could be taxed. If your provisional income exceeds a certain level, that will happen. Just what is “provisional income”? The Social Security Administration defines it with a formula.

After a November 1 start, the window closes December 15.