Financial issues affect everyone, yet many people are still afraid to talk about them. The good news is that younger ...

If you're among the 2% of the population with both a pension and $1 million or more saved, you're in a unique yet complex ...

Financial planning is one of the most valuable gifts a mother can give her children. From mutual funds to insurance and gold ...

Neither of us used our late spouse's tax allowance on their passing. Can we use them when we die to pass on an inheritance to ...

Discover the importance of estate planning to protect your family from legal complexities and financial burdens.

OK, I’m flabbergasted. I have a friend who just asked me for $5,800 because he’s in arrears on his mortgage and they’re ...

If you do not rely on RMDs for living expenses, there are several options to optimize the use of these funds while striving ...

Beyond this, any gifts are “potentially exempt transfers”, subject to IHT if given in the seven years before death, the rate of which tapers as you get closer to that limit. If you’re 80 with an ...

The enduring phenomenon of Silver Charm, who is thriving in retirement, is symbolic of the Thoroughbred world’s renewed ...

A key driver for many people is investing for or in retirement and ... were not used when your late spouses passed away. If their estates were fully used up by gifts to beneficiaries or other ...

Social Security is the largest budget item in the United States annually, serving more than 70 million people with retirement ...

Say your parents gifted you and your spouse their home because they’ve decided to move to another country. This could be a ...