Many were concerned about the computer outage that affected everything from travel to doctor’s offices to bank and investment accounts. It seemed like the world, specially the travel airlines, were at a standstill. It was a bit of a...
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This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to get an investment return of 30% a year?" The answer isn't what you think it may be, because investment...
Even if you have never been subjected to an investment fraudster’s sales pitch, you probably know someone who has. Following the legendary Willie Sutton principle, fraudsters tend to go “where the money is”—and that means targeting older Americans who...
Divorce is a stressful time for everyone, but it can be particularly challenging for any person who may not have had as much involvement in their family’s finances. It’s important for each person to be aware of their financial...
So you’re thinking about giving a family member some money to help with a down payment on a home. Or maybe you want to help contribute to a college fund for your grandkids. But you have heard about a...
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account for medical expenses now or in the future. The changes for 2023 increased HSA contribution limits by $200 for...
According to a survey by the Society of Actuaries, one of retirees’ biggest fears is investment losses. According to their 2021 study, 66% of pre-retirees are concerned the value of their savings and investments might not keep up with...
Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those looking to invest for the short-term, there are multiple options available. What is a Short-Term Investment? Short-term investments are...
Is the Bull market over? Are rising interest rates going to hurt bonds? Will inflation continue to rise? Why is the market so volatile? Many people are worrying. Maybe you are one of them and ask the same questions....
How did one of golf’s biggest events create a unique tax break allowing you to rent your home tax-free? Every April, the best golfers in the world gather in Augusta, Georgia, to play “The Masters” golf tournament. The tournament...