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2020: ASK First Form filled out by Steve Bemis

The economic downturn, steep health-care costs and longer lives may mean less money being left to boomers by their parents—but boomers are unlikely to complain about that.

We’d argue that avoiding these regrets is not only affordable but good for your personal finances.

There are a number of reasons to consider revising or updating your plan.

Most inheritances are about $50,000. Whether you come into a little money or a lot, waiting to make any moves is one of the best things to do first.

Here’s what you should know, along with some tips and tools to help you write one.

Strict laws providing for a presumption of fraud or undue influence may cause unintended consequences

An author’s grief is magnified because of what she and her husband failed to discuss

It’s important to talk about aging and money early because the best decisions don’t get made in the midst of a crisis.

A FINRA survey suggests your clients are ‘a lot less’ literate than they let on, says Morningstar’s Sarah Newcomb