Your company would prefer that you take the lump sum because it reduces their financial, administrative, and legal obligations. Your financial advisor wants you to take the lump sum because most are paid a fee based on the percentage of assets they manage. What should you do?

We just finished our initial call and you decide to move forward. This is what happens next.

This video will give you ideas on where to start if you have a cash flow surplus and don't know what to do with the money. From paying off debt, saving for retirement, and building a cash reserve, I walk you through some options in priority order.

Here are 3 things to consider when evaluating if you should move during your retirement years.

Companies are announcing that their employees can work from home indefinitely, or even permanently. If you are considering moving out of state for a better standard of living, here are a couple tips to consider.

Earthquake insurance is not just for people that live on a known fault line. Here is what you should be doing to evaluate whether or not you need this separate policy for your home.

Disability insurance is necessary for anyone who depends on their income to cover their expenses and savings goals, and would be presented with a hardship if their income was lost.

Go to ssa.gov, log in, and you can view an estimate of your benefits. Do this even if you are nowhere near retirement because it is very important that you claim ownership of this profile.

As someone in a dual-income household with 4 young children, I can't help but chuckle whenever I see lists of things we can be doing while in social isolation. Personally, my husband and I are taking it one day at a time - trying to balance our two jobs, home schooling, and life's continual uncertainties. If, however, you find that you do have time on your hands and enjoy checklists, here are the 5 money tasks that are most often overlooked.

"My mutual fund lost money and I didn’t sell any shares. Why do I still have to pay tax on capital gain distributions?" Here's why.

Thinking of leaving your job to stay home with your child? Make sure you follow these steps before making the move.

If you have a net worth of $500K or more, consider purchasing an umbrella policy.

We have watched our family members, friends, and clients deal with the stress of divorce. Just as there are different ways to get married, there are different ways to get divorced. While many people initially say they want the fastest and cheapest solution, that can be a disaster financially in the long-run if the marital balance sheet is not split properly.

The SECURE Act was signed into law in December of last year. It is the largest overhaul of the retirement system in over a decade. While this post is not a comprehensive list of the changes, here are the biggest items retirees need to know to maximize their wealth given the new landscape. 

Moving your domicile is not as easy as declaring a change. Assume you will be audited and be clear and calculated in terms of how you go about the change, especially if you are a high-income taxpayer leaving a high-tax state such as New York and California.

Our expert today is 81cents, a company providing salary reviews & negotiation support.