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Financial Planning

Legal Issues When Moving In With Elderly ParentsIf you are considering moving in with aging parents to help care for them, there are legal decisions to make and steps that need to be taken.
QTIP Clarifies InheritanceIf you have children by someone other than your current spouse, estate law experts suggest something called a QTIP, a Qualified Terminable Interest Property Trust.
New Spouse Must Change Old Beneficiary
Beware The Pitfalls Of Reverse MortgagesYou don't want to lose your house so talk to a financial advisor who does not have a stake in your finances about reverse mortgages before signing on the dotted line.
College Affordability: Know Your Federal Student Loan Repayment OptionsMore than 70 percent of undergraduate college students take out student loans to help with college costs. The U.S. Department of Education offers several different repayment plans to ease the burden of loan payments for new graduates as they work to establish their careers.
Borrowing From Your 401(k) Is Costly And RiskyWhile the law allows you to borrow up to $50,000 from your 401(k) plan, there are tax law implications and other issues that make it a bad financial plan.
Survey: 'Highly-disciplined' Financial Planners Happier In RetirementWant to be happy in your retirement? Plan ahead.
Should You E-File Or See A Tax Specialist For Your Returns?When it comes to figuring your taxes, should you rely on software or turn to a pro?
3 On Your Side: Many Have No Financial Plan 3 On Your Side Consumer Reporter Jim Donovan has advice that many households can use to plan for emergencies, retirement and more.
Estate Planning SchemesHave you been offered a free estate planning seminar? How can you tell if it was legitimate or a scam?
End Of Year Financial PlanningSmart planning starts with asking the right questions, as well as understanding your financial needs and goals.
3-On Your Side: FREE Financial Planning This SaturdayAre you finding it difficult to pay your bills? Are past due notices filling up your mailbox? If the troubled economy has taken a toll on your finances, there are people that want to help.