latestAugust 13, 2021

Couples Can ‘Reframe’ To Share Retirement Financial Knowledge

In last week’s column, “‘Sudden’ Situation Can Put Retirement Finances At Risk,” I promised to offer advice to couples where one spouse was not able to take charge of retirement investing if need be, ... more

August 06, 2021

‘Sudden’ Situation Can Put Retirement Finances At Risk

What happens when you suddenly find yourself in charge of your retirement finances without the benefit of having much experience on the subject matter?... more

March 05, 2021

Is It an Inheritance or a Gift? It Matters.

Last week, we talked about “Ivan” and the challenges he faced 20 years after his grandparents gifted him stocks. If you recall, Ivan was thinking about selling the stocks, but first he had some hurdle... more

April 24, 2020

Should You 'TOD' Your House?

Every now and then, the Uniform Law Commission (ULC) proposes a law that states adopt. One such law allows you to title your house in transfer-on-death (TOD) form.... more

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