Quite often, for many different reasons (often known only to the deceased original owner), the original owner of an IRA designates a beneficiary that the survivors don’t necessarily agree with.

A bond is an investment to receive the repayment of a “loan” at a certain interest rate. The way you invest in bonds matters now more than ever because of low interest rates.

On only a few rare occasions does it make sense to defer money to your 401(k) or other employer sponsored plan instead of a Roth IRA.

If you’ll be receiving an inheritance, it pays to prepare yourself, as no money is more emotionally charged than inherited money.

Each year, stock owners receive requests to vote on a variety of corporate matters, but very few people have the expertise to make an educated election.

Only a quarter of all Medicare participants have opted to use the private Medicare Advantage (MA) insurance option, and this number is expected to drop drastically over the next four years.