1+ day, 15+ hour ago   (544+ words) For many people among America's widowed population, being financially confident and financially lonely may actually go hand in hand, according to survey data from Ameriprise Financial. While roughly nine in 10 widowed adults (89%) say they feel confident managing money on their…...

3+ day, 19+ hour ago   (474+ words) “I was 19 when my mom died, and I was left everything except the instructions,” said Amanda Brown, Co-Founder and CEO of Dandelion. “Dandelion exists so nobody else has to feel that lost. Collaborating with Estately means that when someone builds…...

2+ day, 22+ hour ago   (442+ words) ORLANDO, Fla. – We spend most of our working lives building a financial life around one basic assumption: the money will keep coming in. We buy a house, finance a car, raise a family, save for college, and plan for retirement…...

3+ day, 6+ hour ago   (599+ words) A 62-year-old woman received a $900,000 life insurance payout after her husband died unexpectedly last year. Her adult son has since asked her for a $150,000 loan toward a house down payment, saying it's something his father "would have wanted." The immediate…...

3+ day, 11+ hour ago   (840+ words) A living trust (or revocable trust) can bypass probate court, safeguard your family’s privacy, and preserve your wealth — if you set it up correctly. A living trust is a legal document you set up while you’re alive to ensure that…...

3+ day, 20+ hour ago   (1142+ words) Inheriting a house and inheriting an IRA of equal value can produce shockingly different outcomes for your family, and most parents split them the wrong way without realizing it. This post may contain links from our sponsors and affiliates, and…...

4+ day, 4+ hour ago   (403+ words) Among widowed adults surveyed by Ameriprise, 58% wanted someone with whom they could share financial decisions. As some adults cope with the loss of a partner who helped make financial decisions, advisers are stepping in with needed guidance, according to newly…...

3+ day, 22+ hour ago   (675+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most…...

3+ day, 23+ hour ago   (504+ words) A new evidence review by the Australian Institute of Family Studies (AIFS) examines how transfers of wealth and resources between generations can shape housing, education, employment and financial security outcomes throughout life – and why the timing of that support can…...

4+ day, 8+ hour ago   (1172+ words) Writing a will is probably not on the to-do lists of most 27-year-olds. But Erin Atkinson has already decided what should happen to her money and belongings when she dies. "At first it felt quite surreal because you associate wills…...