Dear Liz: My husband and I made a living trust in 2004. He died in 2018, so his half became irrevocable. But while we were settling his estate, no one mentioned (though I can see clearly in the 2004 flow sheet) that all the assets from his half went into a survivor’s trust, controlled by me. I had […]
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Friday’s need-to-know money news
Today’s top story: A financial checklist for quitting your job. Also in the news: Is it better to reprice or refinance a loan, how to talk to a real human being at the IRS. A Financial Checklist for Quitting Your Job Plan your exit to maximize the time and money you’ve put in over the years. […]
Thursday’s need-to-know money news
Today’s top story: The surge in mortgage rates. Also in the news: What caring for an aging parent could cost you, A new episode of the Smart Money podcast on building your financial smarts with Bola Sokunbi The Property Line: What’s With the Surge in Mortgage Rates? Rising mortgage rates have outpaced expectations for the start […]
Wednesday’s need-to-know money news
Today’s top story: 4 ways to tame financial stress and save for retirement. Also in the news: Is room service dead, how to handle awkward money situations on a group trip, and are unused travel card benefits actually a bad thing? 4 Ways to Tame Financial Stress and Save for Retirement Financial stress can set […]
What caring for an aging parent could cost you
Trying to work while caring for an aging loved one can be difficult, stressful and at times overwhelming. Many people feel they must quit, take a leave of absence or at least reduce their hours in order to cope. Sometimes, caregivers have little choice. But often people don’t realize the heavy financial toll they’ll pay […]
Tuesday’s need-to-know money news
Today’s top story: How supply chain issues are crushing hotels – and your stay. In other news: As mortgage rates hit 4%, buyers can still boost their chances, the perks of selling your home could outweigh the challenges of buying, and everything you should do before interest rates go up. How Supply Chain Issues Are […]