4/2/25: I'm helping my mom (about to turn 80) manage her finances and I want to make sure I am helping her maximize her limited resources.

4/1/25: My father passed away last year and I inherited several accounts from him and now I need to figure out what to do with them.

3/31/25: My insurance agent recently suggested a variable annuity with a death benefit. Yay or nay?

3/30/25: For the last 10 years I've been making Roth contributions to my 401(k) through my employer. With recent discussions of omitting income tax in favor of a consumption/sales tax, is the Roth still the best strategy?