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Costly Mistake for Seniors: Survey Finds Older Homeowners Nearly Twice as Likely Not to Utilize Home Equity Loans

Is a Social Security Number the Same as an Individual Taxpayer Number?

Working With a Financial Planner Helps Investors Sleep Better at Night, New Study Shows

Having trouble sleeping at night? Tired of counting sheep? You might want to get a financial advisor. A new study found that Americans who work with one tend to report lower levels of anxiety in their.

Tax-Free Inheritance: IRS Portability Rule Allows Transfer of Up to $12 06 Million

An update to the IRS's portability rule will help wealthy American families save a lot of money on taxes when they leave behind inheritances to heirs. See: Ways You Can Lose Your Social Security.

When To Check on Your Retirement Funds (and When To Not Worry)

Although a well-designed retirement plan can be relatively self-sufficient, you should make it a habit to check on your investments periodically to ensure that everything is going according to plan..

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