Personal Finance Advice and Commentary

Tuesday, June 18, 2013 3:41 pm
By Jennie L. Phipps ·

Here are three ways to make sure your heirs fight after you die.

Sunday, June 16, 2013 6:05 am
By Jennie L. Phipps ·

Most people nix the idea of sharing estate planning details with their adult children, but telling the kids some key facts could be important.

Monday, April 29, 2013 4:16 pm
By Sheyna Steiner ·

With no heirs in sight, the fortune of a real estate mogul in New York may go to the state.

Thursday, December 13, 2012 4:24 pm
By Jennie L. Phipps ·

Taking care of these retirement and estate-planning details is a gift that someday will make your family very grateful.

Tuesday, May 01, 2012 8:00 am
By Dan Miranda ·

Happy May Day! A new month brings new sales, and no one knows bargains quite like Bankrate does.

Monday, April 30, 2012 4:57 pm
By Claes Bell ·

Are “death puts” a way to get long-term CD rates without locking heirs in?

Monday, April 30, 2012 4:31 pm
By Jennie L. Phipps ·

Is your estate plan ready for the 21st century? Does it consider your parents, your dog and your online business?

Thursday, September 15, 2011 7:46 pm
By Jennie L. Phipps ·

Growing up, I lived with one of my grandmothers every summer, and during the winter, I lived down the street from the other. Both of them were huge influences in my life. My own children — because of death and distance — scarcely knew their grandparents — a hole in their lives that they probably

Thursday, September 08, 2011 3:49 pm
By Jennie L. Phipps ·

Estate planning is an important part of retirement planning. My mother-in-law died in January, and we’re still struggling with closing the estate. The holdup is her late husband’s life insurance policy. He died a couple of years before she fell ill, but she never claimed the proceeds of the policy — probably because it wasn’t

Wednesday, July 20, 2011 3:59 pm
By Jennie L. Phipps ·

Gay couples who say “I do” in New York and the five other states that have legalized same-sex marriage should also quickly consider retirement planning, because the financial implications of a same-sex partnership are more complex than they are for conventional marriages. Anna Pfaehler, a CFP with Palisades Hudson Financial Group in Scarsdale, N.Y., offers

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