“It is about respecting our mother’s wishes.”
accounting
I’m 51, married and pay $200 a month for a $1.5 million term life insurance policy. When should I cancel it?
“I am five years from financial independence.”
401(k) hardship withdrawals more than double as people raid their retirement savings for emergencies
Jessica Hall is a retirement reporter for MarketWatch. She was an Age Boom Academy Fellow with…
‘I’m a big fan of DIY investing’: I’m 64 and moving to the U.S. I have $2.6 million, but no Social Security. Will I be OK?
“Advisers do well in bull markets and poorly in bear markets, while I generally do better…
My late father’s estate was awarded $50K. My brother, as executor, kept the money. What can we do?
“My brother retains the money awarded to my father to this day. My mom is still…
I have a $10K expense. Do I withdraw money from my investments or my high-yield savings account?
“It will likely take me about a year to replace the $10,000.”
‘It’s unlikely to ever increase in value’: Should I give my daughter my $300K house or gift her the cash to buy it?
A reader mulls over the implications for capital gains tax, property tax and the future appreciation…
You’ve just won the nearly $1 billion Mega Millions jackpot. Here are the 5 money moves you need to make next.
But even if you’re not a big lottery winner, it’s still worth heeding this advice for…
‘I still have horrible memories of the Bernie Madoff scandal’: I’m 63. Who can I trust with my $655,000 401(k)?
“I was forced into early retirement.”