Personal Finance Advice and Commentary

Tuesday, July 28, 2015 10:51 am
By Kay Bell ·

Most estates won’t face the federal tax, but it’s a different story in states that still collect them. Would you relocate to protect your estate from taxes?

Thursday, August 29, 2013 3:47 pm
By Kay Bell ·

The Treasury and IRS have determined same-sex married couples, regardless of where they live, are entitled to file joint tax returns.

Sunday, September 16, 2012 6:00 am
By Jennie L. Phipps ·

Here are four financial housekeeping chores that are worth doing now — before 2013 financial changes kick in.

Wednesday, December 07, 2011 3:51 am
By Judy Martel ·

Given that most lottery winners lose it all within three years, it’s notable to take a closer look at how the three Connecticut money managers are handling their $254 million Powerball win. The partners in a wealth management company, Greg Skidmore, Tim Davidson and Brandon Lacoff, opted for the lump sum of $103.5 million instead of

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