Most of us don’t like to think about what happens after we’re gone. It’s uncomfortable, a bit morbid, and frankly, easy to push to the bottom of the “to-do” list.…
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Stocks
‘I’m not looking to leave any money to the kids’: We’re in our 60s with $1.5 million in IRAs. Can we retire next year?
“Our current salary combined is $210,000.”
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Investment
A Date With My Financial Planner- Stop Investing Yourself and Leave It To Your FA To Manage For You.
Earlier this week, I metup with a Financial Planner for one of my critical illness policy-let’s call him “David”. David has been asking for a meet-up to review my financial…
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Stocks
I put my $500K inheritance into a joint account with my husband. Can I leave half of it to my son from a previous marriage?
“If I predecease my husband, my will states that my son will receive half of this account.”
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Stocks
‘I was pushed out of her life when she was 18’: My estranged daughter, 29, misuses drugs. Should I leave her my Roth IRA?
“I hardly have any communication with her.”
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Stocks
My life partner is 18 years my senior. He wants to leave his $4.5 million fortune to me — not his two kids. Do we tell them?
“No doubt they would feel the arrangement is unfair, and that would potentially end our relationship.”
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Key Points A proposed new student loan cap would tie borrowing limits to a national median cost of attendance by program. That formula automatically underfunds at least half of students…
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Key Points Student loan borrowers can still enroll in PAYE and ICR , but loan forgiveness at the 20- or 25-year mark is paused due to a court injunction. Forgiveness…
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Breadcrumb Trail Links FP Answers Personal Finance Be careful that you’re not trying to control people from the grave, lawyer Edward Olkovich says Published Mar 21, 2025 • Last updated…
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Stocks
My husband plans to leave his entire estate to his adult son, who steals his credit card to gamble online. What can I do?
“Dementia runs in my husband’s family. My husband’s son has been known to take money from his dad without permission.”
