Columns on investing, personal finance, retirement, real estate & more

Joint ownership makes access to the investments easier by a surviving spouse, but requires diligent record-keeping while you’re both...

It’s important to understand your policy—“replacement value” isn't the same as covering the cost of purchasing a new vehicle.

Angela's in-laws are living with her, and claim they don’t have enough money to pay their fair share of...

Saving up for the big day could be easier than you think.

Here are four ways to protect yourself in case something goes wrong.

Start by defining what “wealth” means to you, and then understand the resources and strategies you can leverage to...

Avoiding probate is one advantage.

Ralph has unused savings in a registered education savings plan, and wonders if he can move the taxable portion...

Sure, dividend income can be valuable at certain stages of life. Just don't romanticize it—or make it your everything.