Ask a Planner

Should I sell and rent or get a reverse mortgage?

What to consider before selling your home or getting a reverse mortgage. The math reveals the real costs for...

Crypto

How to trade crypto in bull and bear markets

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Investing

Making sense of the markets this week: July 3

The worst first-half results for both stocks and bonds in decades makes the case for not obsessing over your...

Retired Money

Rising rates are good news for near-retirees seeking longevity insurance

Annuities are getting more attractive, so is it time to inch in as rates rise further?

Ask a Planner

What are the taxes on transferring real estate to your kids?

Joan and her partner own the condo her son lives in, but they want to transfer ownership to him....

Investing

Making Sense of the Markets this week: June 26

Who killed bitcoin? Will we have a recession, stagflation or a soft landing? Energy continues to soar and more.

Investing

Is value investing still relevant? Depends on your values

Everyone loves a good deal, even investors. With market prices dropping, does value investing make sense right now?

Ask a Planner

Capital gains, taxes and more: The implications of inheriting real estate

There are tax, estate and other implications when inheriting real estate, even from family.

Financial Planning

How to “Marie Kondo” your finances

If you’re overwhelmed by financial clutter, here’s how to start fresh.