The elderly are the most targeted and the most victimized by financial exploitation, according to the FBI. The agency’s Elder Fraud...

With tax season behind us, now is a good time to update old habits regarding what paperwork should be kept and what can be discarded....

A decade ago it was reported by Fidelity Investments that 53% of grandparents were saving or planning to save in order to help their...

Higher interest rates can be a mixed bag. On the one hand, savings accounts, certificates of deposit and bonds will pay you more for your...

Few things in life are certain. Of course, there’s death and taxes. In addition, if you have not already noticed, there is the inevitable...

For those who qualify, putting money into a Health Savings Account (HSA) is one of the smartest things to do with discretionary income....

The Vermont Legislature recently passed, and Gov. Phil Scott in early June signed into law, the Vermont Uniform Power of Attorney Act....

Lifetime gifts can have many benefits in the estate planning context, and a few drawbacks. Benefits include that the donor is shrinking...

In late 2019, Congress made major changes to qualified retirement accounts (IRAs, 401(k)s and the like) when it passed the Setting Every...