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News
I Thought I Knew How to Handle My Parents' Estate. Then We Found the Snake.
1+ day, 2+ hour ago (824+ words) My parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned. When my mother turned 90, it was clear…...
Don't Let Your Teen Learn Investing Alone: 7 Ways Parents Can Lead the Way
1+ day, 5+ hour ago (944+ words) New research shows 70% of teenagers are eager to get into the market — and they're looking to their parents for guidance. It's not easy to get parents and teenagers to agree about anything. But when it comes to investing early, they're…...
5 Little-Known Senior Property Tax Breaks in 2026
4+ day, 59+ min ago (1044+ words) These lesser-known senior programs can deliver key property tax savings — if you know where to look. Paying off your mortgage is a huge milestone, but a high property tax bill can rain on your parade. And once you enter retirement…...
Texas Voters Face a Tax Choice: Property Tax Cuts or $1,500 Refunds?
4+ day, 2+ hour ago (860+ words) Candidates in the Texas Governor race have different ideas about how to put money back in Texans' pockets. Affordability has emerged as a defining issue in many states this election cycle, and Texas, where Gov. Greg Abbott is seeking a…...
Don't Put It Off: It's Time to Check That Your Beneficiaries Are Right
4+ day, 3+ hour ago (904+ words) An outdated beneficiary designation can derail even a carefully considered estate plan. Here are the accounts to review and the life changes that should prompt an update. Creating a will is an important part of estate planning, but it doesn't…...
8 Steps to Take When Settling an Estate as the Executor
5+ day, 15+ hour ago (1489+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much…...
Becoming the Free Nanny to the Grandkids? Ask Yourself These 3 Questions First
6+ day, 2+ hour ago (691+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Depending on where you live, the age of your grandchildren and the kind of childcare they have, your adult kids could save…...
A Prime Cause of Bar Complaints Isn’t Bad Lawyering — It’s Ignoring Client Calls
6+ day, 5+ hour ago (862+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Ignoring calls and messages isn't just the leading cause of disciplinary complaints against attorneys — it reflects a troubling lack of professional responsibility…...
'Markets Are Ultimately a Reflection of Human Resilience': What 4 Financial Professionals Learned On 9/11
1+ week, 2+ hour ago (1828+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Many of those who lost their lives in Lower Manhattan worked in finance, creating a vast impact across the industry. Even now,…...
I Kept Putting Off Estate Planning — Here’s How I Finally Got It Done
1+ week, 1+ day ago (505+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Semi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist During my long career in journalism, I…...