Estate planning

Question: “We are 74 years old and retired. We have an income of $3,400 a month and we…

Miodrag Ignjatovic | E+ | Getty Images After Beth Pinsker’s father died, she had her mother set up…

Elder woman When preparing a will, it’s not uncommon for awkward family dynamics to complicate the process. Imagine…

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Roughly 1 in 7 people are leaving unclaimed property on the table, according to the National Association of…

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Planning for retirement is complex, and even small missteps can have lasting consequences. To help you avoid costly…

Kseniya Ovchinnikova | Moment | Getty Images The IRS has unveiled the Roth individual retirement account contribution and income limits…

Maskot | Digitalvision | Getty Images The IRS has announced new 401(k) contribution limits for 2026. In its release on…

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We’re 74, retired and have $100K saved. We get $3.4K per month in income, but we still owe $250K on our house. Should we use a $150K inheritance to pay that off?