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Should my spouse and I have separate accounts?
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EDITOR'S PICKS
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10 Things Your Spouse Won't Tell You
Partners keep plenty of secrets, especially about money.
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Living Together, but Investing Apart
Some married couples have decided to draw a red line through their financial houses.
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The Six Financial Mistakes Couples Make
While anyone will tell you that talking about money is the first step in resolving problems, talk alone won't do the trick.
THE LATEST
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May 18, 2013
En Garde: Tax-Hike Investment Tips
Barrons.comWith a range of taxes set to rise sharply, the rush is on: Private banks, family offices, and wealth managers are tapping the smartest tax minds they can find to come up with new tax-efficient products and portfolios.
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May 17, 2013Financial Advice, Served Rare
WSJ.comYou don't have to be a Rockefeller to join a family office.Family offices are private firms that manage just about everything for the wealthiest families: tax planning, investment management, estate planning, philanthropy, art and wine ...
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May 2, 2013
You have too many bank accounts; Fewer accounts lead to better household budgeting, study finds
MarketWatchIf you really want to curb your spending, dump those extra checking and savings accounts and consolidate them all into one.The traditional thinking is that having more than one liquid savings and checking account can help with saving, ...
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April 29, 2013Expecting the Unexpected When It Comes to Retirement Planning
WSJ.comAdd one more item to the bucket list—this time at the urging of some financial advisers.The latest research underscores the importance of putting retirement assets in the right places. One strategy: an "emergency bucket" to cover unexpected ...
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April 21, 2013The Experts: Does 'Play Money' Help or Harm Investors?
WSJ.comSome advisers recommend that clients have a certain amount of money they set aside as "play money"—money they can invest in ways their advisers may not recommend but that let the client channel his or her inner Warren Buffett. But does ...
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April 13, 2013
All in the Family
Barrons.comIn the late 1990s, Villere & Co., a venerable family-owned New Orleans money manager, needed to fix a problem.The firm was turning away potentially valuable business because there was no way for retail investors to put small sums into ...
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April 7, 2013
Need to Know; Get Those Required Withdrawals Right; At 70½, rules for minimum distributions from retirement plans kick in. Here's how to avoid penalties.
WSJ.comMillions of Americans know the advantages of putting money into tax-deferred retirement savings, such as 401(k) plans and individual retirement accounts. And many know that the government will get its share eventually. Withdrawals are ...
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April 2, 2013MLPs: An Industry Veteran's View
Barrons.comKayne Anderson Capital Advisors is the largest investor in master limited partnerships, with more than $12 billion in closed-end funds, hedge funds and separate accounts. MLPs have surged in popularity in recent years thanks to their high ...
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March 30, 2013Last-Minute Tax Tips
WSJ.comDespite the year-end cliffhanger on Capitol Hill, lawmakers made few surprising changes to the tax code for 2012.But that doesn't mean taxpayers won't stumble into trouble, given the rise of electronic filing, expanded reporting ...
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March 7, 2013Asset-Manager Artisan Partners Climbs in IPO
WSJ.comNEW YORK—Investors jumped at Artisan Partners Asset Management Inc.'s $332 million initial public offering, pushing shares of the asset-management company higher on their trading debut.
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February 28, 2013
The Experts: How Should Couples Avoid Fights About Money?
WSJ.comWhat steps can couples take to make sure they minimize conflicts over finances? The Wall Street Journal put this question to The Experts, an exclusive group of industry and thought leaders who engage in in-depth online discussions related ...
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February 26, 2013'Shadowing' Trims Fees, Leads to Trouble
WSJ.comNEW YORK--Financial advisers often have to deal with clients who demand lower fees. But one solution to the problem landed two brokers in regulatory trouble.
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February 24, 2013
10 things credit bureaus won’t say; They’ve got your number. And they’re not afraid to use it
MarketWatch1. “We track a lot more than just your credit.”Credit bureaus are well known for tracking consumers’ credit history, including tabulating such details as whether they pay their bills on time and how much debt they carry. But the bureaus ...
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February 22, 2013
Separation Anxiety; Couples who separate face many of the same issues that divorcing couples face—and then some
WSJ.comWhen a couple separates, money is often the last thing on their minds.It's understandable. Spouses can be more worried about the kids, and figuring out if the marriage will be salvaged or end in divorce. Dealing with finances seems like it ...
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February 8, 2013Shielding a Dying Client's Wife from Tax Hit
WSJ.comWhen one of Carolyn Taylor's clients was diagnosed with a terminal disease and given months to live, she began a fairly typical end-of-life planning process of reviewing the estate plan and double-checking beneficiary designations.
- February 5, 2013
The College Tax Breaks Explained; College costs may be soaring, but these goodies will make paying those bills a little easier.
SmartMoney.comIf you've got college-bound kids, we don't need to tell you that the cost of college these days is staggering. Mercifully, Washington has delivered some valuable tax breaks over the past few years to parents trying to foot those bills. ...
- February 5, 2013
Inheriting Your Spouse's IRA; Rules if you choose to disclaim your inherited IRA.
SmartMoney.comYou Want to Disclaim an Account Left to You by Your SpouseThe minimum withdrawal rules state that the final beneficiary for an IRA (or SEP) account can be decided as late as Sept. 30 of the year after the year of the original account ...
- February 5, 2013
Spousal IRAs; The details on IRAs for stay-at-home spouses.
SmartMoney.comWhether you're a stay-at-home mom or just taking some time off from work doesn't mean you should take a break from saving for retirement. And thanks to more generous federal guidelines, it's easier than ever to keep that nest egg growing. ...
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February 3, 2013What a Tangled Web We Leave
WSJ.comWhen Alexandra Kaye's husband died last year of a heart attack at age 57, she thought she was well prepared financially—until she started wading through the day-to-day details.
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January 22, 2013Gun Reform Sparks Interest in Socially Responsible Funds
WSJ.comCalls for stricter gun control laws are mobilizing advisers who use funds with a socially responsible investment mandate and giving a boost to a category that last year produced double-digit asset growth.
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How to Manage Household Expenses When You're Married
Whether you're newlyweds or have been married for decades, there's always time to walk down the path to financial harmony.
