'I'm a mother in turmoil': My daughter refuses to see me - and she won't let me see my grandchild. Should I cut her out of our will? 'Our family trust is a couple of decades old and needs revision' ...

I am the sole owner of the house that my spouse and I have lived in for the past 17 years. I have no mortgage. If I add him to the deed as a joint tenant, will I have to pay gift tax? Would it be ...

While 97% of the respondents to Schwab's survey said they intended to give away, donate or pass on money and assets, only 57% had a will, and only 18% had something they described as an estate plan, ...

I have an IRA that was converted from a 401 (k) from my previous employer worth $370,000 at Charles Schwab (SCHW). I have since left my current employer and have about $540,000 in a 401 (k) and was ...

'Who said taking my salary in bitcoin was dumb?' he asks now 'Soooo who said taking my Rams salary in bitcoin was dumb again?' That was Miami Dolphins wide receiver Odell Beckham Jr. in November ...

"Mr. Bisignano by now has a well-earned reputation as an operator/fixer-upper, making him uniquely the right person to handle the job of fixing a very broken Social Security system here in the U.S., ...

Over the period from 1927 to 2020, the researchers found that their "constrained winners" stocks lagged the S&P 500 SPX by 13% over the subsequent year, on average, while "constrained losers" stocks ...

CITs are also cheaper than mutual funds because - being sold only to retirement plans and other sophisticated investors - they are not required to register under the federal securities laws and ...

The United States holds a commanding lead in data-center capacity, hosting 37% of the world's facilities, and being home to the largest data center providers - Amazon.com (AMZN,) Microsoft (MSFT) and ...

Millennials are all grown up and hitting new milestones - and now, the first members of that generation have reached the status of 401 (k) millionaires, according to Fidelity Investments.

Just days after the election, however, the House of Representatives passed the Social Security Fairness Act - which, instead of being fair, will actually lead to deeper and faster automatic benefit ...

The S&P 500 index committee makes quarterly changes, with Robinhood and Vertiv among companies that meet the criteria. But choosing new entrants is 'more art than science.' The S&P 500 could be ...