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4 Smart Year-End Strategies To Make Charitable Gifts
At year-end, it's a good time to make charitable gifts. These have the added benefit of furnishing you with tax breaks, but it's complicated. |
27 Dec, 2016 |
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Trump, Interest Rates And Biotech Investing In 2017
We are heading into 2017 with a great deal of uncertainty, but if President-elect Trump governs the nation as he said he would–unconventionally and unpredictably–we may experience a significant uptick in market volatility. |
27 Dec, 2016 |
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10 Retirement Saving Strategies You Should Know About
Once you start saving, there are many other things you can do to help grow and protect your nest egg. Here are 10 savings strategies that will help you build wealth for retirement. |
15 Dec, 2016 |
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10 Reasons You Will Never Be a Millionaire
View this slide presentation to see what you might be doing wrong financially. |
29 Nov, 2016 |
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FAQs About Required Minimum Distributions for Retirement Accounts
If you're older than 70½, the deadline for taking RMDs is New Year's Eve. Start the process now to beat the end-of-year rush. |
29 Nov, 2016 |
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5 Money Lessons Women Must Learn
It's important to understand these five basic points in order to take control of your life and be financially independent. |
29 Nov, 2016 |
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Millions May Now Lose Eligibility for Overtime After Ruling
a federal judge issues an injunction against new DOL overtime rule. |
29 Nov, 2016 |
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These People are Opting Out of Obamacare
While the future of Obamacare uncertain, millions are choosing to pay the current penalty. |
29 Nov, 2016 |
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7 Questions to Ask When Interviewing a Financial Adviser
Finding the right advisor can be difficult. The answers to these seven questions will provide valuable insights. |
29 Nov, 2016 |
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Why Nearly 1 in 10 U.S. Families Don't Exchange Holiday Gifts
The article shows how to exchange gifts without being a Scrooge. |
29 Nov, 2016 |
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Just How Bullish Is the Stock Market Right Now?
This article discusses the current state of the stock market and emerging trends. |
29 Nov, 2016 |
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Employers Who Fail to Pay This Can Face a 100% Tax Penalty
The tax law imposes personal liability for unpaid payroll taxes by a business entity. Check to see if you're a responsible person. |
29 Nov, 2016 |
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The Ideal 'Buy High, Sell Low' Situation Could Be Taking Shape in the Stock Market
The author talks about "bull market philosophy" and other emerging trends. |
29 Nov, 2016 |
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How Much Do You Need to Retire? Four Ways To Achieve That Magic Number
The author provides a simple formula for figuring out how much you need to save for retirement. |
28 Nov, 2016 |
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Investing In Water
Opportunities that benefit from demographic trends or from the increasing effects of climate change, such as water, are particularly attractive to investors with a long time horizon. |
28 Nov, 2016 |
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Here's How to Build a Multimillion-Dollar Retirement Fund
The key to retirement saving is saving, primarily through tax-favored plans. |
28 Nov, 2016 |
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How I Used Real Estate to Completely Fund My Kid's College Education
The author explains how a single smart investment can pay for four years of college. |
28 Nov, 2016 |
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I Got The Job -- But I Should Have Asked For More Money
The author offers tips for negotiating a higher salary at a new job. |
28 Nov, 2016 |
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Is the Financial Advice You're Getting a Trick or Treat?
Investors must discern whether the advice they're getting are tricks or treats and which professionals truly have their best interests in mind. |
28 Oct, 2016 |
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Consider Using RMDs to Buy Life Insurance
The author explains a strategy for buying life insurance in retirement. |
28 Oct, 2016 |
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6 Reasons to Think Twice Before Lending Money to Friends and Family
If you're asked to lend money to friends or family, here are six reasons you should consider a polite refusal. |
28 Oct, 2016 |
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The Right Way to Tell Your Adult Child They're Cut Off
Continuing to finance adult children is a growing concern. The author offers some solutions. |
28 Oct, 2016 |
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How Not to Mess Up Your Medicare Enrollment
This article offers valuable insights into applying for Medicare. |
28 Oct, 2016 |
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Kiss your Cash Goodbye? This Year is Set to Be a Turning Point for Credit
For the first time, card payments may surpass cash. How will this affect the economy? |
28 Oct, 2016 |
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These 5 Supposed Fixes for Social Security Won't Work
The author offers opinions on revamping the Social Security system. |
28 Oct, 2016 |
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Financial Advisers Are Missing the Mark With Women
Financial advisers are doing a poor job of meeting the needs of women, leaving trillions of dollars in assets unadvised and missing out on tremendous opportunities. |
28 Oct, 2016 |
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Six Steps Women Can Take to Achieve Retirement Security
Women face significant stumbling blocks when it comes to saving for retirement. Here's what to do to overcome the hurdles. |
28 Oct, 2016 |
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3 People Share How They Turned Their Side Gigs Into 9-to-5 Jobs
Discover how a part-time activity can lead to a full-time career. |
28 Oct, 2016 |
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Knowing When To Get Out Is As Important As Buying At The Right Time
The author provides some tips on stock market planning. |
28 Oct, 2016 |
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Where Not To Die In 2017
Nine states are changing their inheritance tax laws in 2017. Be aware of the changing landscape. |
28 Oct, 2016 |
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The One-Second Retirement Plan
Investing for retirement can be as simple as you would like it to be; you just have to be willing to accept the terms of the arrangement. |
28 Oct, 2016 |
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Three Scary Things We Do With Money To Mess Up Our Kids
Here are three money management mistakes to avoid. |
28 Oct, 2016 |
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IRS Announces 2017 Retirement Plans Contributions Limits For 401(k)s And More/
IRes releases updated retirement plan figures for 2017, |
28 Oct, 2016 |
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4 Ways to Make the Most of an Inherited IRA
Here are four strategies to consider when taking on a deceased loved one's IRA account. |
27 Sep, 2016 |
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8 Social Security Myths Debunked
In this slide show, the author indicates several key misconceptions about Social Security. |
27 Sep, 2016 |
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Investor Gurus Love This Strategy in Up and Down Markets
It's not just about investing in a lot of different types of assets. It's also about investing in the right combination of assets. |
27 Sep, 2016 |
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A Conservative Retirement Portfolio in 3 Buckets
When you're in retirement, you may not be able to tolerate big swings in the market. If that's the case, consider a conservative asset mix. |
27 Sep, 2016 |
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These 13 States Tax Social Security Benefits
Some 60% of retirees rely on Social Security as a major source of income. The majority pay federal tax on those benefits, and in 13 states you may pay state tax as well. |
27 Sep, 2016 |
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Eight Brutal Truths About Retirement
There are many misconceptions about retirement. The author tries to set the record straight. |
27 Sep, 2016 |
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If You're Thinking of Skirting IRA-Related Tax Rules, You Should Think Again
This Q&A session reveals important and timely tax information about IRAs. |
27 Sep, 2016 |
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How China Matters to Your 401(k)
Instability in Chinas can have a profound effect on retirement plans in the U.S. |
27 Sep, 2016 |
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Here's What's Changed for Stock Markets Now That the First Clinton-Trump Debate Is Over
The author sizes up the investment impact of the first Clinton-Trump debate. |
27 Sep, 2016 |
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Financial Coach, Financial Advisor, Or Financial Planner - Which One Should You Use?
This article shows how to go about choosing a financial advisor. It may be enlightening to clients. |
27 Sep, 2016 |
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Oil Production In U.S. To Soar Again, Says Investment Banker
Forecasts that U.S. production in oil will rise are reflected in this article. |
27 Sep, 2016 |
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China's Devaluation Danger Is Small But Nagging
This article pinpoints important economic trends in China. |
27 Sep, 2016 |
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The Problems With a Constant Retirement Spending Strategy
This author explains his theories of how to spend in retirement. |
27 Sep, 2016 |
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How to Fit Student Loans Into Your Financial Life Plan
This article shows how to prioritize personal financial goals before worrying about making extra payments on student loans. It provides a few financial wellness steps. |
25 Sep, 2016 |
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3 Questions To Ask If You've Ever Said, 'My Boss Doesn't Notice My Work'
Here's how to get more recognition in the workplace. |
25 Sep, 2016 |
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Trade an Annuity for a Better One
Trading one annuity for another can save you thousands of dollars. Here are the details. |
26 Aug, 2016 |
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You've Recently Retired. Now What?
It is important to shift your mindset from saving to spending. Here's help for doing it. |
26 Aug, 2016 |
