I just inherited around $500,000 in mutual funds. What should I do with them — withdraw the cash or keep it invested?

He is also faced with decisions that will affect his financial future: Ryan’s mother left him a portfolio of mutual fund ...

I’m 40 and my mom just died, leaving me with a $3.25M inheritance — how do I use this windfall wisely to ensure it’ll last me long term?

If you inherit assets you plan to sell, there’s good news. The step-up basis at death resets the cost basis for the inherited ...
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I Make $40,000 a Year – What Should I Do With My $800,000 Inherited Roth IRA?

Investing money in a brokerage account is a valuable starting point to building long-term wealth, especially if you're also capitalizing on retirement accounts. You can build your own wealth and pass ...

Asking Eric: How can I help friend deal with inherited property she’s let sit for years?

Dear Eric: I have a friend I’ll call “Sally.” She is in her mid-50s and is single with no kids. Both of her parents are ...

My sister died, leaving me as trustee for my 12-year-old nephew’s $100,000 inheritance — what do I need to do?

Her sister passed away and left $100,000 in a trust for her 12-year-old nephew, and she has been named as the trustee. The ...

Asking Eric: How do I help a friend deal with the property she inherited years ago?

Dear Eric: I have a friend I’ll call “Sally.” She is in her mid-50s and is single with no kids. Both of her parents are deceased. Prior to her mother’s death, she quit her job to care for her. Once ...