Have you been keeping tabs on the federal government lately? It seems they’re inching closer to that October 1 (Sunday) deadline, and if they don’t sort things out, we might …
Government Shutdown Looms: Economic Uncertainty or Stock Market Opportunity? Read More »
Article originally posted to Barron’s. Of all the decisions facing a Mega Millions lottery jackpot winner, the most important might be the first one, which is how to take the money. …
Article originally posted to Forbes. Those paying close attention to Social Security will recall the latest trustees’ report detailing how the Social Security trust fund could run short of money as …
Social Security’s Finances: Reality Versus Common Misconceptions Read More »
The Markets (as of market close June 23, 2023) Recession fears sent stocks lower during the holiday-shortened week. Each of the benchmark indexes listed here closed in the red, with …
Article written by Sean Evans. Do you want to be able to make informed decisions regarding your money and reach your financial goals? Then it would be best if you …
Article originally posted to Forbes.com. My husband and I have a joint net worth of $1.3 million, and we’re completely debt- free. When asked what helped us achieve this financial …
Why Your Budget Isn’t Working — And 5 Ways To Fix It Fast Read More »
The Markets (as of market close March 24, 2023) Investors were on edge for most of the week, with concerns about banking, rising interest rates, inflation, and volatile stock and …
All the banking turmoil—both real and perceived—sent waves through the bond market. Two-year U.S. treasury bonds experienced a 1.2% rate drop over five trading days. Depending on how you look …
You’ve done the hard part of your estate planning – signed all the documents, allocated the house and the funds, and had the tough conversations. So it’s over, right? Not …
Critical Information for the Heirs of Your Estate Read More »
What is a Qualified Charitable Distribution (QCD)? A QCD allows individuals who have attained the age of 70.5 years old or older to make tax-deductible contributions to qualified charities directly …
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