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Social Security Benefits Are Not Prorated
Social Security Benefits Are Not Prorated
Q: It has always puzzled me why Social Security takes back a person's Social Security check for the month he or she dies. My aunt died in April, ...
06-21-2022
The 7 Most Common Estate-Planning Myths
The 7 Most Common Estate-Planning Myths
Myths and misunderstandings dominate the public consciousness when it comes to estate planning. Some are the result of incomplete media reports, while others arise from half-truths and exaggerations ...
05-14-2022
11 Tips to Help You Protect Your Online Financial Data
11 Tips to Help You Protect Your Online Financial Data
Online banking, paying bills remotely, and mobile wallet apps have made it easier for businesses and consumers to interact with their financial services providers. But online banking has ...
05-7-2022
What It Takes to 10X Your Net Worth from $0 to $100K
What It Takes to 10X Your Net Worth from $0 to $100K
When you hear the word wealth, what is the first thing that comes to mind? Mansions? Designer clothing? Luxury cars? Dining out at exclusive restaurants? Growing up, I ...
05-6-2022
Tips for Creating a Successful Revocable Living Trust and What to Avoid
Tips for Creating a Successful Revocable Living Trust and What to Avoid
A revocable living trust helps you pass your assets on to your designated beneficiaries. What makes it attractive is that it can be changed at any time and ...
05-3-2022
Why Business Owners Need an Estate Plan
Why Business Owners Need an Estate Plan
Running a business is not easy nor does it leave a lot of leisure time for business owners. Typically they must work long hours regardless of whether or ...
04-30-2022
Tweak Your Tech Settings to Protect Your Privacy
Tweak Your Tech Settings to Protect Your Privacy
So much of our sensitive personal data is being tracked and sold that trying to protect our privacy can seem like a pointless exercise. We can disable the ...
04-29-2022
Why Do You Need a Living Trust
Why Do You Need a Living Trust
Passing on assets to one’s kin after passing away can be done several ways. Making a will is the most common method. It successfully passes your possessions to ...
04-24-2022
Top 5 Richest Presidents in US History
Top 5 Richest Presidents in US History
What would be considered the most esteemed job in the world? For many, this would be holding the office of President of the United States of America. Although ...
04-23-2022
Find Out and Fix What Big Data Says About You
Find Out and Fix What Big Data Says About You
I thought I knew all about the information that consumer reporting agencies were collecting on me. Then I discovered The Work Number—a database that reports every paycheck I’ve ...
04-18-2022
If Your Bank Merges, Should You Shop Around or Stay Put
If Your Bank Merges, Should You Shop Around or Stay Put
Bank mergers and acquisitions happen regularly and can lead to streamlined services and better offerings for consumers, but they can also sometimes create challenges like less access to ...
04-8-2022
How Home Improvement Funds Upgrade Your New House to a Home
How Home Improvement Funds Upgrade Your New House to a Home
If you’re preparing to buy a home, you’ve probably been saving up for the down payment and other closing costs. But if that nest egg can only get ...
04-4-2022
What’s the Chance There’s a Home Defect?
What’s the Chance There’s a Home Defect?
Dear Monty: The house seller wants me to release him from all claims after closing. This action sounds risky. Is it risky? Monty's Answer: Sellers have different reasons ...
03-8-2022
Choosing an Executor Is a Vital Part of the Estate Planning Process
Choosing an Executor Is a Vital Part of the Estate Planning Process
Dear Dave, What exactly is an executor, and what part do they play in someone’s will? —Gabe Dear Gabe, Simply put, an executor manages the last will and ...
03-1-2022
Family Real Estate Transactions Need Independent Guidance
Family Real Estate Transactions Need Independent Guidance
Dear Monty: I have two brothers, Bill and Jerry. Bill and Jerry purchased a property together in October 2016. Bill, with his wife, also bought a property in ...
02-24-2022
8 Essential Tips for Dealing With City Hall
8 Essential Tips for Dealing With City Hall
Dear Monty: We bought our home in 2018. My mother purchased the plot directly behind our property and built herself a home. Keeping the two properties separate was ...
02-16-2022
Toronto’s Housing Market Struggles Forward as the Hits Keep Coming
Toronto’s Housing Market Struggles Forward as the Hits Keep Coming
How quickly things change for Toronto’s housing market.
10-4-2017
The 3 Hidden Financial Traps of Cottage Ownership
The 3 Hidden Financial Traps of Cottage Ownership
If you already have a cottage in the family, there may be looming ownership, tax, and estate-planning problems if you’re thinking of selling or transferring to a new ...
07-14-2014
Six Tips to Help You Survive the Mortgage Market
Six Tips to Help You Survive the Mortgage Market
Here are a few things you should know about mortgages to avoid getting fleeced.
03-25-2014