Did you get a holiday bonus from your employer? Or maybe you have a tax refund coming.  If so, do you have any of it left, have you already got it spent in your mind, or are you thoughtfully considering how you can best utilize this surprise resource?

As our parents and other loved ones age, they may need a little more attention from us. Parents, grandparents, aunts and uncles, or even neighbors who are aging may want to be seen as strong and independent. Often, however, their abilities to take care of household and financial affairs begin to erode as they get older.

A Wisconsin woman, whose story was widely reported in media nationwide, has died. Heather McManamy, who was diagnosed with cancer in 2013, was told her condition was terminal in 2014.

January 1 wipes the slate clean for your tax deductible charitable contributions. That might be a good time to reassess your approach to donating to charities.

You may be familiar with Trusts. You may not be familiar, however, with the ‘trusteed IRA’, what many financial planners and estate planning attorneys are touting as an excellent and elegant financial planning tool, particularly for well-off baby boomers.