We’re in our 70s and want to leave $2.8 million to our children. Is 90% in stocks too risky?

I am 75, my wife is 71 and we are both retired. We have $2.8 million invested in IRAs, a Roth IRA and a trust account. Our home is paid for and we have newer cars that are also paid for. Our annual ...

I'm 36 and my mother died suddenly, leaving me her sole beneficiary. I've made stupid mistakes with money before — how do I avoid a misstep this time?

This is the situation that Cleo, 36, is faced with after her mother passed away suddenly, and she has been left as sole beneficiary of her assets. Cleo has debts and doesn’t make much, working ...

What Changes for Your IRA and 401(k) When You Get Married

Getting married changes your IRA and 401(k) rules, from Roth IRA contribution limits to beneficiary designations. Learn how ...