Q: I'm 71 and my estate will be divided between my daughter and son; there are no grandchildren. My son and I differ radically on some political views. Is there any way to stipulate that...

Q: If my wife takes the “spousal benefit” on my Social Security, which I have suspended until age 70, do we have pay taxes on that income? – Ron A: Yep, you do. Social Security...

Q: Are there still stocks that give shareholders perks — for instance, discounts to Disney World for Walt Disney stock owners? — Melissa, San Antonio A: There are, “but they are fewer and far between...

Q: I'm married, and we are in our early to mid-50s with just under $700,000 in savings. My husband makes around $55,000 a year, and I make $135,000 a year. We would really like to...

Q: I read your informative article on the increased Medicare Part B premium hike that may occur next year, but for only certain groups of Medicare enrollees, mainly those not paying the cost out of...

Q: Could you please explain how Fed interest rate policy influences bond prices and returns? — Dave A: Interest rates that are set by the Federal Reserve don’t directly impact the prices and returns of...