Double-dipping doesn’t just refer to the threat of a new recession this year. Fidelity Investments says the number of loans and hardship withdrawals from 401(k)s is on the rise.
A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death
There’s a reason Joan Rivers has joked that “The second wife gets the biggest diamond.” Financial headaches often come with a divorce and/or a second marriage.
In the view of some who follow the philanthropy business, financial advisors could have one of two reactions to the announcement by Warren Buffett and Bill Gates that they have rounded up 40 billionaires who have agreed to give away most of their...
It’s not surprising that most clients who are eligible to collect Social Security retirement benefits are interested in initiating the income stream as soon as possible (even if doing so is an admittance that they are officially “old”). But if...
Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or a need for additional insurance or changes to the policy may have arisen. Too often...
