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Tag Archives: Moneyist

The Moneyist: My fiancé wants me off the deed and mortgage to our new home. If I don’t agree, he says we’ll stay engaged forever

Dear Moneyist, My fiancé — or should I say eternal fiancé because he never wants to get married — recently shocked me when he flatly stated that he wants me off the mortgage and deed to our newly purchased waterfront home. We have lived there for a year and pay …

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The Moneyist: ‘I have been plagued by enormous guilt and regret:’ I tried to care for my late father, but I gave up. How can I ever forgive myself?

Dear Moneyist, I am seeking advice on how to get over a terrible mistake I made. I did not care for my aged father. I am the oldest of three brothers. One of my brothers took his own life, and my other brother did not want anything to do with …

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The Moneyist: ‘I feel like she has joined some abusive cult’: My wife makes $25,000 and only gets 1.5% annual pay raises. What can I do?

Dear Moneyist, My wife and I have been married for 18 years and met at work in 2000. She is college educated and has worked her entire life with the exception of a few years off when our kids were very young. For the past 13 years of our marriage …

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The Moneyist: Can my ex-husband file a joint tax return without my consent? He tried to take both my stimulus checks, but I got the better of him

Dear Moneyist, I’m 62 years of age, I have stopped working and I am currently receiving Social Security. My husband is intending to file a joint tax return, and told me straight out that he does not intend to give me any of our joint tax return, because he said …

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The Moneyist: My ex-husband put his new wife on his life-insurance policy before he died, going against our divorce decree. Now she’s battling me in court

Dear Moneyist, I divorced my ex-husband in 2017. It was a difficult divorce, and later he quit paying child support and we were in a long court battle, which now continues after his death. The 2017 divorce decree stated my ex was to maintain the current life-insurance policy we had …

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The Moneyist: When my parents died, my sisters and I split their estate. I chose a painting that was appraised at $50,000. Should I tell them?

Dear Moneyist, After both of my parents died, my sisters and I divided up furniture, finances, and artwork, etc. The process of dividing their estate was done equitably, and without stress or rancor. Until now. My parents had a large art collection. One of the paintings that I chose may …

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The Moneyist: My husband, 67, wants to leave his $2 million estate and home to his disabled daughter and his sister’s kids. Can he do that? I could outlive them

Dear Moneyist, My husband is 67 years old with an estate worth $ 2 million. His first wife died. He has a severely handicapped daughter and we signed a prenup when we married three years ago. He has a sister who is a year older than I am. I am …

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The Moneyist: My partner, 70, refuses to put his bank accounts into both our names. Do I have the right to be offended?

Dear Moneyist, I am 62 and my partner is 70. We have been together for 16 years, living together for 12 of those. We have always had separate bank accounts. ‘In 2008, we lost virtually everything in the Great Recession, and have rebuilt our assets into a reasonable position.’ We …

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The Moneyist: My coworker owns 10 homes, 9 of which are rented. How did he get a stimulus check while I didn’t?

Dear Moneyist, I have a question about the stimulus checks. I happened to have inherited my mother’s house, so if I don’t qualify, that’s fine. I’m working. I have a coworker who works massive amounts of overtime, and owns 10 homes, nine of which are rented. How did he get …

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