Once tax-filing season kicks off in January, the federal tax and spending package that became law last month will give teachers like Fulmer a broader write-off for school supplies they purchase out of ...

A super-duper first-world problem incoming. My spouse and I ( 51 and 59) have a household net worth of around $11 million, which includes oversized college funds for our two teenagers. We have retired ...

'I am asking for my mom, who is on a fixed income. It would be a nice boon.' "Mind you, we have no idea which bank it's even at." (Photo subject is a model.) ...

Too many families treat wealth disclosure like a surprise party: grand reveal, stunned heirs - then silence. Thiegs argues for the opposite: start early, keep it simple and maintain transparency. -- ...

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Later, President Trump talked about purging the system of Social Security accounts supposedly aged over 120 years, or even over 160. But this issue has already been beaten to death. Technologies have ...

Other financial regrets held up as the "worst ever" include lending money to family and friends (always operate on the basis that you'll never see it again), taking out a student loan and going to ...

"Safe-deposit boxes often have restricted access after the owner's death," says the AARP. "When the person passes away, the box is typically sealed until the probate process begins. That can result in ...

Here's a letter from a weary Moneyist reader in the aftermath of the latest inflation data: "I'm confused! Inflation numbers are up and the stock market is also up, supposedly because Wall Street ...

It is a big deal - opening part of America's $12.4 trillion defined-contribution market to private-asset managers. The largest private-equity firms and other asset managers are salivating at the ...

Adam Osmond lost about $1 million to an addiction playing lottery games. He was able to recover by channeling his energy into running, he says.

It's not just about risk and fees, but about knowing how much you have and having access to your money when you need it . Having private-equity investments in yo ...