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I want my son to inherit my $1.2 million house. Should I leave it to my second husband in my will? He promised to pass it on.

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I want my son to inherit my $1.2 million house. Should I leave it to my second husband in my will? He promised to pass it on.

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6 things I learned from my mother’s death that can save your heirs a lot of stress

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Gen X-ers and millennials are poised to inherit trillions in the coming years

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What estate-planning documents do I need?

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3 ways to make sure your heirs avoid the anguish of probate

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Intel shares dip after report of delayed opening for massive Ohio chip factory

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Apple’s stock falls as its return to growth could prove short-lived

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Meta stuns Wall Street with its first dividend. Amazon and Alphabet could be next.

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How to start planning for your retirement as a teenager

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My wife and I sold our home to her son at a $100,000 discount. He’s now selling at a $250,000 profit. Do I ask for a cut?

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My brothers are co-owners of our ailing mother’s accounts worth $1.9 million. I’m listed on a $100,000 brokerage account. How can I rectify this?

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Mortgage rates dip after Fed meeting. Freddie Mac expects rates to decline more.

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After the Fed’s comments, grab these CD rates while you still can

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How to spot a deepfake

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Medical-device makers’ stocks jump as procedures keep going strong

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We are retired and recently converted $233K to a Roth IRA. Our home insurance agent reviewed our finances for free and said we could do better. Should we trust her?

Jan. 30, 2024 at 2:46 p.m. ET by Alisa Wolfson

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‘I am at a loss.’ I’m a 68-year-old widow with $3,200 per month in Social Security and $2.6 million saved. My adviser has me in over 50% equities and tells me to stay the course. Is that wise?

Jan. 27, 2024 at 6:52 a.m. ET by Alisa Wolfson

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‘I’m hoping to remain in my home’: I’m 76 with no relatives. What should I do with my estate?

Jan. 22, 2024 at 10:53 a.m. ET by Alessandra Malito

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Tiffany ‘The Budgetnista’ Aliche can motivate you to cure your money woes

Jan. 20, 2024 at 11:59 a.m. ET by Beth Pinsker

News and analysis for those planning for or living in retirement

Retirement news and analysis

Jan. 19, 2024 at 2:00 p.m. ET by Alessandra Malito

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My cousin left his estate to 6 relatives, but only one cousin, worth $30 million, received the inheritance — due to an ‘unexpected surprise’

Jan. 18, 2024 at 12:15 p.m. ET by Quentin Fottrell

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‘I am paralyzed with fear.’ My wife and I are 60, with 2 homes, pensions and $950,000 saved for retirement. We want an adviser but fear the wrong choice. What’s our move?

Jan. 13, 2024 at 6:27 a.m. ET by Alisa Wolfson

News and analysis for those planning for or living in retirement

Retirement news and analysis

Jan. 12, 2024 at 2:00 p.m. ET by Jessica Hall

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Don’t leave a clueless trustee behind in your estate plan

Jan. 11, 2024 at 9:29 a.m. ET by David Robinson

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What is the best way to leave my estate to a non-U.S. citizen?

Jan. 6, 2024 at 1:56 p.m. ET by Harry Margolis

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Are you planning a ‘Golden Bachelor’ wedding? Stop what you’re doing — and plan this first.

Jan. 5, 2024 at 9:20 a.m. ET by Alessandra Malito

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Advisor Planning Strategies New Year’s Resolutions Financial Advisors Wish Clients Would Make

Jan. 3, 2024 at 3:24 p.m. ET by Barron's

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Advisor Planning Strategies 7 Reasons DIY Investors Should Consider Getting a Financial Advisor in 2024

Jan. 2, 2024 at 2:57 p.m. ET by Barron's

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Planning to retire in 2024? Do this one thing now.

Jan. 2, 2024 at 11:55 a.m. ET by Brett Arends

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From ‘Putin’s chef’ to Henry Kissinger, Jim Brown to Bobby Knight, and Harry Belafonte to Tina Turner — plus Charlie Munger — these were the notable deaths of 2023

Jan. 2, 2024 at 8:45 a.m. ET by Associated Press

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Advisor Investing Best of Barron’s Advisor Q&A: A Strong Economy, and Preparing for the Sunsetting of Trump Tax Changes

Dec. 29, 2023 at 8:30 a.m. ET by Barron's

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Advisor Planning Strategies This Year’s Best Financial Advice From the Pros

Dec. 28, 2023 at 3:01 p.m. ET by Barron's

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Advisor Planning Strategies The Top 5 Wealth Management Trends for 2024

Dec. 26, 2023 at 11:05 a.m. ET by Barron's

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I’m 66 and hired a financial adviser 8 years ago when I got an inheritance. But I have to ‘beg and plead’ when I want to withdraw money. What gives?

Dec. 26, 2023 at 5:07 a.m. ET by Alisa Wolfson

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As you near retirement, scrutinize your Social Security statement. Here’s what catches an adviser’s eye.

Dec. 23, 2023 at 10:15 a.m. ET by Morey Stettner