Two very dear friends of ours have lived together, unmarried, for more than 20 years. He owns the...
Archive - April 2019
What to Do 10 Years Before Retirement
If you are in your 50s, you should be doing the math to make sure that you will not have to survive...
Do My Debts Die with Me?
Credit cards, a car loan, a mortgage—whatever debt you’re carrying around, doesn’t just disappear...
Should I Try Using a DIY Will Online?
For some people with complicated personal and financial lives, today’s complexities may not be...
What’s the Best Way to Pass the Family Vacation Home to the Next Generation?
Before gifting a holiday property, an individual or couple (who can gift up to $22.8 million...
Spring is Financial Cleaning Season
Invest in a good shredder to destroy sensitive personal information to protect against fraud or...
How Do I Get My Mom’s Affairs in Order?
A few simple steps now, will greatly ease many of the transitions you are likely to face in the...
Must I File Taxes When My Dad Dies?
Do I file 2018 tax returns for my father? He passed away in October 2018.
Don’t Wait to Purchase This Type of Insurance
With so many types of health insurance available, it is hard to decide which types of supplemental...
How to Be Smart about an Inheritance
If you were to receive a sizable inheritance, what should you do with it? This money could help you...