Personal Finance
Why inheriting a family home can feel more like responsibility than richesFor decades, Baby Boomers have been quietly amassing one of the largest…
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What is one of the first things we ask people when we meet…
President Donald Trump unveiled a sweeping new savings initiative for children, dubbed “Trump…
The year 2025 is quickly coming to a close, and with it comes…
Financial influencer JC Rodriguez, who interviews “quiet millionaires” for his platform “The Frugal…
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Wealthy Americans ‘ringing our phones off the hook’ to help with Trump accounts, Hassett says
The chairman of the White House National Economic Council said that wealthy Americans are looking to help finance the seed money…
Sens. Ted Cruz, R-Texas, and Cory Booker, D-N.J., urged leaders of Fortune 1000 companies in a letter Tuesday to support the…
Michael and Susan Dell have pledged $6.25 billion to expand Trump’s child wealth accounts, but design flaws mean the biggest benefits…
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging relationship…
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host of…
If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused on…


