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Financial Planning

Financial Planning

Meeting the financial requirements of marriage—during a separation

Until a legal separation is set, you're on the hook

Meeting the financial requirements of marriage—during a separation

Ask a Planner

Can you get survivor benefits from an ex-spouse?

That may depend on whether you're separated or divorced

Can you get survivor benefits from an ex-spouse?

Ask MoneySense

Are my husband’s sons entitled to part of my home?

He died without a will and they are adults now

Are my husband’s sons entitled to part of my home?

Ask MoneySense

What should young Ellis do with a $500,000 inheritance?

Should he invest it? Or do something else?

What should young Ellis do with a $500,000 inheritance?

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Retirement

Retirement fitness involves mind and body, as well as money

Book review of Retire Fit, Fit & Fit by Howard Pell

Retirement fitness involves mind and body, as well as money

Ask MoneySense

I sold some art. What should I do with the money? Do I have to pay tax?

How to calculate your capital gain on the sale of art

I sold some art. What should I do with the money? Do I have to pay tax?

Taxes

What to do when your withholding tax is too low

Kersten is worried she'll have a big tax liability next spring

What to do when your withholding tax is too low

Financial Planning

How spousal survivorship rights work with property

A deceased person could have assets that were not controlled by her executor

How spousal survivorship rights work with property

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Real Estate

Why I’m rethinking my money choices

What higher rates mean for your mortgage, investments and savings

Why I’m rethinking my money choices

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