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Inheritances

Receiving money from family is a great gift, but can feel like a burden. What should you do with inheritance money? How will your financial plan change? What are inheritance taxes? Gain a more informed mindset for putting an inheritance to good use.

Answers to Financial Questions with Alex Benke, CFP®

Answers to Financial Questions with Alex Benke, CFP®

After receiving so many questions from "Better Off" listeners, we decided to devote an episode to answering a few. Alex Benke, CFP®, joined me to tackle a variety of issues, from planning for retirement to paying off student loans.

You Received an Inheritance, Now What?

You Received an Inheritance, Now What?

Research shows the average inheritance is spent within five years. Here are six steps to invest smartly and avoid the most typical inheritance pitfalls.

Don’t Wait to Have This Conversation with Your Parents

Don’t Wait to Have This Conversation with Your Parents

Help your parents consolidate—and automate—their accounts in order to save time and money.

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How to Invest a Windfall and Earn a ‘Happiness Annuity’

Turn a one-time windfall, gift, or bonus into steady income.

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