A reader seeks guidance about an upcoming large inheritance from her parents and asks important questions about advisers, estate taxation and step-up in basis.

A reader tells her story about how inheriting a large sum of money brought with it unwanted advice, and she shares how she handled the situation.

Tax-advantaged 529 educational savings plans continue to be popular, but recent legislation provides more flexibility for the way they can be used.

Interest in direct indexing, which involves customizing the stocks in an index fund, has been growing. But is it a good choice for you?

Final regulations were issued by the IRS and the Treasury Department for increased catch-up contributions to 401(k)s for those ages 60 to 63.

Being on top of personal finances involves both the present and the distant future – with the decisions made now affecting how your financial future unfolds.