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Ways the Middle Class Can Make a Difference for Charity You don’t need to be wealthy to make an impact & get a win-win.
Do you have to make a multimillion-dollar gift to a charity to receive immediate or […]
Tell Your Beneficiaries About Your Accounts and Policies Let them know how they will receive retirement assets and insurance benefits
Will your heirs receive a fair share of your wealth? Will your invested assets go where […]
Tax Rules on Rental Property The basics on capital gains & deductions.
Buying or selling income property has definite tax consequences. A taxpayer should clearly understand them, whether […]
Robo-Advisors vs. Human Advisors If an investor chooses a non-human financial advisor, what price could they end up paying?
Investors have a choice today that they did not have a decade ago. They can seek […]
Retirement Planning With Health Care Expenses in Mind It is only wise to consider what Medicare won’t cover in the future.
As you save for retirement, you also recognize the possibility of having to pay major […]
When Is Social Security Income Taxable? The answer depends on your income.
Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how […]
May Is Disability Insurance Awareness Month Do you really want to live without this coverage? If you forgo it, you may pay a high price.
Disability insurance is an important insurance coverage that most people lack. Many people think of it […]
Have a Plan, Not Just a Stock Portfolio Diversification still matters. One day, this bull market will end.
In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average […]
Combining Your Finances When You Marry How separate (or intertwined) should your financial lives be?
Some spouses share everything with each other – including the smallest details of their personal […]
Should the Self-Employed Plan to Work Past 65? Some solopreneurs think they will “work forever,” but that perception may be flawed.
About 20% of Americans aged 65-74 are still working. A 2016 Pew Research Center study put […]
Volatility Is Not Risk
What is risk? To the conservative investor, risk is a negative. To the opportunistic investor, risk […]
Think About Your Lifestyle Before You Retire Think About Your Lifestyle Before You Retire
How many words have been written about retirement? It’s a preoccupation for many, and we […]