My recently widowed mother asked me if I think we should get a life-insurance policy (it was fresh on her mind as we handled everything for Dad). She is 72, in great health, and independently wealthy.

I read that the bank discourages people from storing jewelry and coins in the boxes, so I did not rent one' Dear Quentin, Is it safe to keep valuables in a bank safe-deposit box? It sounds like a ...

I want to give $50,000 to my adult daughter as she has nothing saved for retirement. I want her to open a brokerage account. She can save for about 27 years until retirement. She is single and has a ...

Give each child an equal amount and allow them to make their own mistakes. If you don't trust your daughter to spend the money wisely, have a separate conversation with each child about their needs, ...

I'm betting on another 22 spins around the sun, given all relevant factors. I would like to settle down. My question: Responsibly, how much can I afford to spend to buy a home? Related: 'Don't be ...

To be tax-smart about giving to individuals, givers have to be mindful of the IRS annual gift-tax exclusion, which is $18,000 in 2024 and $19,000 in 2025. A person can give that amount to as many ...

My husband has a parent PLUS Loan debt for his daughter from his first marriage, totaling several thousand dollars. He has also incurred a five-figure credit-card debt in his name only during our ...

American single-malt whiskey, which uses the same key ingredients - malted barley, yeast and water - that go into single-malt Scotch, has now been recognized by the Alcohol and Tobacco Tax and Trade ...

If the U.S. economy were in recession, Trump's antipathy to trade deficits might be more on point. A trade deficit means that domestic residents are spending more on goods from abroad than they sell.

The terms of the deal were not disclosed, but it's likely that Netflix paid millions for the rights to the 2027 and 2031 World Cups. In 2011, Fox won broadcast rights to both tournaments from 2015 to ...

From data feeds to comprehensive platforms, Morningstar Data helps asset and wealth managers build their assets by supporting market research, product positioning, marketing, and distribution ...

The 1.1% annual estimated return gap stems from mistimed purchases and sales. The persistent gap between the returns investors experienced and reported total returns makes cash flow timing one of ...