2020 estate planning was a wild ride! Throngs of wealthy Americans had their advisers assist them with all types of planning. Much of the planning was based on the fear that the Democrats would control Congress and pass harsh tax legislation. Regardless of the...

    There’s no question that the efforts of this country’s healthcare and frontline workers during the coronavirus pandemic have been inspirational. But one other group has also inspired me: the nation’s small business owners. In the midst of a global health crisis...

Under the pandemic relief program, taxpayers can deduct up to $300, even if they take the standard deduction. And even if $300 doesn’t sound like much, it’s “a big deal” to the needy. Thinking of making a donation to a charitable cause before the end of the year? This...

Michael Foster ContributorInvesting I write on high yield assets that deliver a reliable income stream. Stocks are up—and so are coronavirus cases. And right on cue, I’m hearing from plenty of investors asking if now is the time to sell and lock in their gains. No...

By JILL SCHELSINGER, SUCCESS TRIBUNE CONTENT AGENCY  In most years, writing a year-end column is a snap, but 2020 is not most years. As a result, I will be writing a few columns with action items to consider. Think about 2021 taxes NOW: The IRS is not likely to extend...

Katie Kelly Bell ContributoForbesLife I cover what's interesting in wine, spirits, food, and travel. Thanksgiving Dinner will look very different this year for most of us but you’ll still want some special wines to go with the meal. Go international with sparkling...

John F. Wasik Contributor Personal Finance I am an author, speaker and journalist specializing in investor and consumer protection. Responding to the COVID-19 crisis, Congress passed a raft of new rules in its CARES Act that impact retirement plans. Even though we’re...

John F. WasikContributo Personal Finance I am an author, speaker and journalist specializing in investor and consumer protection. It’s easy to be overwhelmed by all the decisions you need to make when you’re preparing for retirement. So, let's talk about toothpaste....

Kristin McKenna Senior ContributorPersonal Finance Managing Director at Darrow Wealth Management in Boston, MA The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that will count towards...

Morgan Simon Senior ContributorInvesting I write about money and social justice. Part of the “I told you so” glory of backing a Republican candidate in a presidential election is watching markets almost inevitably rise the day after. Efficient markets share data in...