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Financial Planning

geometry of wealth brian portmoy

Financial Planning

Why beating the stock market is a fruitless game

Plus, how money really plays a part in a happy life

Why beating the stock market is a fruitless game

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Wording a will to cover loans to family can be a hot potato

Even with official documentation, personal loans can cause family friction

Wording a will to cover loans to family can be a hot potato

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Meeting the financial requirements of marriage—during a separation

Until a legal separation is set, you're on the hook

Meeting the financial requirements of marriage—during a separation

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Can you get survivor benefits from an ex-spouse?

That may depend on whether you're separated or divorced

Can you get survivor benefits from an ex-spouse?

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Are my husband’s sons entitled to part of my home?

He died without a will and they are adults now

Are my husband’s sons entitled to part of my home?

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What should young Ellis do with a $500,000 inheritance?

Should he invest it? Or do something else?

What should young Ellis do with a $500,000 inheritance?

Financial Planning

Retirement fitness involves mind and body, as well as money

Book review of Retire Fit, Fit & Fit by Howard Pell

Retirement fitness involves mind and body, as well as money

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I sold some art. What should I do with the money? Do I have to pay tax?

How to calculate your capital gain on the sale of art

I sold some art. What should I do with the money? Do I have to pay tax?

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What to do when your withholding tax is too low

Kersten is worried she'll have a big tax liability next spring

What to do when your withholding tax is too low

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