The possibility that Social Security will run low on funds by 2033 if Congress does not act to prevent it may be the "elephant in the room" ("I will definitely claim Social Security early. Why do so ...

"Despite numerous conversations over the past year, she has refused to take any action." (Photo subject is a model.) I am the executor and sole beneficiary of my sister's estate. There is no alternate ...

I just got overcharged. I went to renew my passport online and accidentally ended up on an official-looking website instead of the U.S. government site. Consider this a reminder to everyone: Don't get ...

"Eliminating the demonstration will likely lead to many Part D sponsors increasing their premiums and/or reducing plan offerings, which will in turn likely drive more people to private Medicare ...

Is the government lying to us about how high inflation really is? Many financial advisers report hearing this question from their clients. And the concern is understandable, since the consumer-price ...

"Health Savings Accounts are another tax shelter that primarily benefits higher-income families. People with enough income can put money into HSAs and let those investments compound tax-free for ...

You didn't mention any children in your questionnaire, so that's one thing left unknown to us. You could leave your funds to your family and feel pretty good about that - but that should bring you ...

I confirmed that she was deceased and explained that I was only her former sister-in-law. They asked me to send them a copy of her death certificate. However, Fidelity also told me they couldn't ...

Being a family caregiver isn't just exhausting. It can be financially devastating, as well.

When a flood knocked Justin O'Neill's kitchen out of commission in 2022, he and his wife decided to use the opportunity to do a full remodel. Little did they know it would turn into a four-year saga ...

Adding a fire pit or an outdoor kitchen adds to a home's value, Zillow data show. Keeping the outdoor space well maintained is also a value-add, Perry said. Prospective buyers often judge a home based ...

Apply constructive realization at death. Right now, the wealthy can avoid all tax on their gains by not selling their appreciated assets during their lives, and their heirs enjoy a stepped-up basis ...