Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity ...

And CRCL could get an additional boost if Congress passes the GENIUS Act – a bill aimed at creating a regulatory framework ...

Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?

As Erica Ellis, JD, Product Counsel at Vanilla, explains, “Most traditional advance directives become effective when a person ...

The House passed its version of Trump’s "One Big, Beautiful Bill." Here’s what to look for as Senate Republicans take up the mega legislation.

The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the ...

Hawaii’s four counties can add an extra tax on top of the state TAT. All of them have decided to add the maximum possible, ...

Multigenerational households are making a comeback, but the heads of household have changed. Here's a look at the pros and ...

Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if ...

Unless Congress extends easings to the health premium tax credit, a popular Obamacare subsidy, millions of people could lose ...

If you or your spouse stops working, a postnup can ensure that the stay-at-home spouse will have income following a divorce.

Trump's budget-reconciliation package could change 529 plan rules as early as this summer. What does that mean for you?