Latest
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How Snowbirds Can Establish Residency in Florida for Tax Purposes
retirement Snowbirds in the Sunshine State who want to avoid state income taxes in retirement must satisfy the Florida residency requirements.
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Are There Cracks in Your Pension Plan?
retirement You're counting on pension benefits in retirement. But how secure is your pension plan? We offer some guidance, including a pension calculator, to help you find out.
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18 States With Scary Death Taxes
inheritance Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes that could still hit your heirs.
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Bigger Isn’t Always Better When It Comes to Financial Advice
Financial Planning Here’s why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.
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Minimizing Taxes When You Inherit Money
Financial Planning Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
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Donor-Advised Funds: The Gift That Keeps on Giving
Financial Planning Expert guidance on how this charitable vehicle can make a difference.
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Tax Breaks for College Finance with Kalman Chany
Paying for College Paying for (ever-pricier) college is a challenge that this consultant meets head on with highly specific guidance.
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Annuities Rising in Popularity
annuities As interest rates increase, so does the appeal of annuities. How much do you know about these insurance products?
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Reading, Writing, and Personal Finance
Raising Money-Smart Kids A growing number of high schools are adding personal finance to their curriculum.
