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In a disaster, documents to establish your identity and what you own are critical. Focus on safeguarding the most important records, and recreate the rest if necessary.
After a younger brother is left out of an aunt’s will, his siblings want to share the money they inherited, but wonder if there are tax implications.
When an elderly, cash-strapped couple considers a proposal to sell their house to neighbors, several big questions loom.
When a homeowner loses receipts from years of house improvements, how can they document the renovations for the capital gains tax calculation?
Health savings accounts offer a rare triple federal tax break. Contributions are pre-tax, the money grows tax deferred and qualifying medical expenses can be paid with tax-free withdrawals.
When someone is out of work but has plenty of savings, they may be eligible to apply for public assistance programs. But is it ethical to do so?
Proprietary mutual funds have enough potential disadvantages that people should do plenty of research before committing their money to them.
A husband has always handled the couple’s investments. But as they get older, his wife is starting to worry about what she would do if he dies first.
After borrowing money against his house’s equity to put on a new roof, a homeowner debates whether to dip into savings to pay off the loan or continue to pay the monthly installments.
For parents of an adult child who is in need of long-term mental health care, navigating the maze of federal assistance programs can be daunting.
