Spoiler: Gifting your ‘work wife’ a greeting card or small gift could make your ‘wife wife’ angry. Maybe you first bonded ...

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, ...

Spouses qualify for burial with the veteran even if the spouse remarried after the veteran's death. That detail surprises many people. A surviving spouse who remarries doesn't lose eligibility for ...

Losing a spouse is not only an emotional challenge but also a financial one. For many retired couples in the U.S., Social ...

Discover how Form 8857 can help you seek relief from tax liabilities tied to your spouse or former spouse. Learn eligibility requirements and filing processes.

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 ...

January is often called "Divorce Month" Source: Photo by Olya Kobruseva from Pexels Knowing how to tell your spouse you want a divorce is important, and I’ve written elsewhere about it. But knowing ...

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 ...

The death of a spouse is devastating. There is the obvious sadness experienced due to the loss of a loved one. However, there is also the challenge of losing a life partner who helped you make various ...