Money

In spite of all the changes to work-life over the past few years following the pandemic, one thing that has…

For aging parents who were responsible enough to do estate planning, the lawyer who put their will and trust together…

Recently, one of my readers at Live And Invest Overseas wrote to me to ask whether she should buy property…

It is often said that the interest on home mortgages is “front end-loaded”, implying that the way lenders charge interest…

Introduction So, Aunt Jane just asked you to be the trustee of her trust. You were flattered and, of course,…

There’s no such thing as “divorce benefits” in Social Security, but divorced spouses often are eligible to receive benefits based…

Earlier this week, I wrote of the news that IBM IBM was reopening its defined benefit (DB) plan. Their announcement…

After years of the decline of defined benefit (DB) plans for employee retirement, it was surprising to see IBM announce…

Washington voters will decide the fate of the state’s path-breaking public long-term care insurance program in a referendum this Fall.…

The tax-free quality of money in a 529 tuition savings plan can be continued, even after the education spending need…