Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Paul Reynolds is a seasoned and versatile writer, editor, editorial manager, and editorial consultant. His specialty is high-quality service journalism, including rankings, reviews, and SEO-optimized ...

How you manage an inheritance can change your life. We’ve all heard stories about individuals who passed away quietly after a life of frugality, keeping their estate plan a secret and leaving a ...

Sure, unless you’re super wealthy, you’ll probably avoid the $13.99 million threshold for the federal estate tax, regardless of which state you die in. But some states aren’t so generous with estate ...

Pensioners are opting to take larger sums from their retirement pot and pay higher rates of income tax in order to avoid their families being hit with a hefty inheritance tax bill in the future.