Signing up to receive your Social Security benefits is a big deal -- and not just for you. If you're married, the extra ...

Picture this: you’re at a gathering, maybe a family barbecue or a night out with friends, and the conversation is flowing as ...

Discover the differences between common law and community property states in marital property division during divorce. Learn what counts as marital property.

Sometimes business owners want to bring their spouses on as employees at their companies. And for good reason: Such hires come with tax advantages. But these arrangements must be structured correctly, ...

Marriage is supposed to be “until death do us part,” but after one spouse dies, is it possible for a court to declare a marriage invalid (annulled)? It can happen, as a Nebraska widower recently ...

The SECURE Act has upended estate planning for retirement benefits by replacing the popular and tax-saving "life expectancy payout method" with the much more stringent "10-year rule" for most ...

Workplace retirement plans like 401(k)s are among the most powerful tools for building long-term wealth, yet they are also among the easiest to overlook during major life changes. According to a 2025 ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many people have heard that the “portability” rule essentially doubles ...