Naming someone who will inherit your brokerage account after you pass away can be a smart estate-planning move. Here's how to do it.Image source: Getty Images. Stock investors know that a brokerage ...

Parents who have spent a lifetime saving often want a simple way to help a daughter pay bills, avoid court delays, and ...

High and persistent inflation over the past couple of years has caused interest rates to rise, and while that's made borrowing costs more expensive, it's also helped savers earn a higher return on ...

Making sure affairs are in order and checking in from time to time is key when it comes to protecting loved ones. Ensuring your beneficiary information is updated is one way to help your loved ones ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Beneficiary designations aren't always the wrong choice, but they’re certainly not a one-size-fits-all option.

Banks and other financial institutions don’t automatically ask account holders to designate a beneficiary, so it can be easy to forget or postpone adding a beneficiary until it’s more convenient. But ...

Time to catch up on some of the questions that readers have sent in. Q: I've read that you can add a payable on death beneficiary to a car title. I've gone to the BMV website but I can't find a form.

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...