There are few tasks in life that Americans avoid as much as they do a household budget. According to Gallup’s economy and personal finance survey, …

What do people dream of when they near the end of their careers and look ahead to retirement? For many, it’s to do the things …

Here is what to do when a loved one dies. When your spouse dies, their affairs need to be set in order. You might find …

Here’s a familiar “grey divorce” scenario – almost. The couple came to financial planner Beau Henderson’s office after the husband was offered an early retirement …

When the elderly widow showed up with a young man who was not related to her, ready to sign over her home to him, New …

More than 50 years ago, on July 30, 1965, President Lyndon Johnson signed Medicare into law, saying at the time, “I’ll spend the goddamn money,” he …

A mega backdoor Roth is a way to contribute up to $38,500 to a Roth IRA, even if you exceed the Roth income limits. A …