Your ability to save and invest will determine your financial security in retirement. But for many Americans, saving goals often go unfulfilled. More than one
Did grandma leave you something in her will to help you buy a house or pay for school? While that type of windfall is a blessing, you also might also be wondering if you need to pay taxes. Understanding what you’ve received and where taxes fit in could help you save thousands of dollars. This article covers those different account types and gives tips on how to save taxes on your inheritance.
Whether you’re an individual managing your own investments or a professional fiduciary responsible for managing assets in a trust, behavioral investing habits are a serious threat to your investment management strategy.
What if your loved one unexpectedly passed away and you were locked out of your banking account? Worse yet, what if the court became involved and decided that the assets you and your spouse worked so hard to acquire should belong to someone else?