She started over from zero and built a seven-figure retirement on her own. Most survivors never need to do that, because most of what goes wrong in the year after a loss is preventable with a calm list and the right order. The finale of The Widow's Penalty: the first 90 days, what can wait, and what
Seven rental properties, one grieving widow, and no structure holding any of it. Part four of The Widow's Penalty is about the handoff: the inherited IRA rules that changed for your children, the tax break Arizona and Nevada families get that most of the country does not, and the refinance paperwork
Tom and Mary both planned their estates, but only one family avoided probate court and family disputes. Here's what made all the difference.
Give the kids the house now, or leave it to them later? The tax code treats those two acts completely differently, and the difference can be worth six figures. The finale of The Fourth Color: step-up in basis, the gifting rules that surprise most families, and the estate tax fear most families can r
The window, the conversions, IRMAA, the Social Security surprise: they all run on one number, your taxable income. Here is how to pull them into a single plan, and the one reason couples should not wait. The finale of The Gap Years.
A policy on a young child or grandchild can lock in lifelong insurability and quietly build a pool the next generation can borrow against. Here is how the family bank works, and the honest catch. The finale of More Than a Death Benefit.