Lifestyle and Budget

Getting financial advice from your neighbor on a 7702 plan? Better to ask around about it.

Talking about finances isn’t the most romantic of conversations to have, but individuals need to understand the financial and legal implications marriage will have on their estate and retirement planning.

Take old policy paperwork to the insurance company and maybe "Antiques Roadshow."

Dave Says: The percentage of your income dedicated to housing shouldn't top this number, and how many life insurance policies do you need?  

Dave Says: Whether you picking out an insurance policy or a bottle of wine, your budget always plays a role.

Life insurance often stops at prison walls, unless it's an A-list inmate like Martha Stewart.

You shouldn't skimp on umbrella insurance, which protects when liability comes raining down.

Whether you’re about to walk down the aisle, expanding your family or about to leave the workforce, protecting your assets with right amount of insurance coverage is key.

Rising prices and a dearth of homes for sale in many markets have made it harder for many looking to buy their first home.

According to Fidelity Investments, the average 401(k) hit $91,000 last year – that’s 30% more than in 2011! If you haven’t already, you need to get in on this.

Starting to save for retirement in your 20s is a wise choice. Here are some ways to begin.

The money is likely in an unclaimed property account. Here's how to go about finding it.

There's an iron wall between your credit card and IRA accounts.

Want to provide for your child? Here's how to place your IRA in a trust for peace of mind.

We all know to include health-care and living costs in our retirement plans, but we should also be including financial assistance to family members since more of us are writing large checks to family members that could impact our ability to retire.

Concern for your daughter's financial well-being is one thing. Can you help fund her IRA?

Dave Says: It's hard to turn your back on financially-strapped family members, but that doesn't mean you should turn a blind eye to their habits. And how do you know when it's time to convert to a Roth IRA?

In the last decades of Huguette's Clark’s life, much of her $300 million fortune was spent. Was she a victim of fraud ... or something else?

A person receives annuity payments "for life." What if they keep coming after death?

Should you inform your adult children of your reverse mortgage? If so, how and when?