Estate Planning

I’ve been a stay-at-home spouse for years and my husband is now retired. His 401(k) is in safe investments, but should we get an adviser to help the money grow?

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

Plan to live to 100 — and other ways women can prepare for the future

Financial Planning Here Are the Tax Planning Strategies Advisors Are Recommending Now

From out-of-state trusts to cash balance plans, here are the ideas that financial advisors are offering their clients to minimize their taxes.

Moving overseas may seem like a ticket to an easier life, but money and financial concerns still go with you.

Living outside of the U.S. presents new challenges for managing your money. If you have a financial adviser, talk before you go.

Here’s the only kind of financial advice people think is worth paying for

It’s hard to put a fixed dollar amount on peace of mind and other behavioral strategies that advisers offer.

I am 60 and plan to retire in March. I have $113K in my 401(k) and no other savings, but I will get an early retirement package of 9 months salary. Should I get a pro to help me? 

Have an issue with your financial adviser or looking for a new one? Email picks@marketwatch.com.

I’m 57 and will soon have more than $3 million from a business sale. My rich boss trusts his financial adviser, but he inherited his millions. Still, should I try his adviser?

Have a question about your financial adviser or looking for a new one? Email picks@marketwatch.com.

Are you nearing retirement? Here’s how to transition your portfolio from growth to income.

After decades of saving and investing, it is time to start taking income from your retirement account. Here are a few things to keep in mind.

‘My son is not careful with money’: I want to rescue him from his ‘tiny’ 800-square-foot apartment. Should I buy him a home, and have him sign a promissory note?

‘I hope that this process teaches him a bit of financial responsibility and that his quality of life improves significantly.’

How one Black family got its 40 acres — and turned them into intergenerational success

A stretch of land in Mississippi helped build their legacy. Now they're working to restore the property, and highlighting it as a case for reparations.

Getting remarried? How to blend your family and your finances

Financial planning conversations should be at the top of any premarital to-do list.

What’s the best way to leave your house to your heirs?

Homeowners without a good plan for a property can leave behind protracted legal fights, tax liabilities, or even lose their home while still alive.

My fiancé and I are 60. His adult daughter is opposed to our marriage — and insists on inheriting her father’s $3.2 million estate. How should we handle her?

‘She wants the family home retitled in a trust. She wants all life insurance and brokerage beneficiaries in her name.’

3 common retirement dreams that can become big disappointments

Before making a commitment to move for retirement, understand this change is a fine mix of dreams, practicalities and your vision.

Love your partner enough to plan for the worst with (or without) them

An unexpected event can change a family forever

Here’s how some risky bets could destabilize the stock market

Also: The SEC takes on crypto, retirement planning ideas, dividend stocks and how useful ChatGPT might be for investors.

Opinion Planning to remarry after a divorce? 6 tips to protect your financial future

Make relationships easier to navigate and better protect your financial future.