Latest
-
How Much Do You Need for a Comfortable Retirement?
What you need to be comfortable in retirement won't be the same as what your neighbor might need. Here's a scenario in which $1 million might be enough.
-
In Defense of Insurance Agents and Brokers
People who sell insurance are often not consumers' favorite people. Here are some reasons why you might want to give insurance agents a break.
-
How Retirement Plans Are Divided in Divorce
Here's what you need to know about QDROs (qualified domestic relations orders), which determine how assets in a soon-to-be ex-spouse's retirement plans or pension will be distributed.
-
Coverdell Education Savings Accounts: A Deep Dive
While there are some limitations on income and contributions, as well as other restrictions, a Coverdell can be a bit more flexible than a 529 plan.
-
Five Tax Strategies to Preserve Your Retirement Savings
From Roths to HSAs to creative Social Security timing, retirees have many options to minimize their taxes. You might be surprised what a difference it can make.
-
New to Investing? How to Tell Your CFPs From Your CFAs
It's easy to feel intimidated by industry jargon when you're starting to invest. This guide explains some of the most common terms you need to know.
-
Women Kick Men's Butts When It Comes to Investing
Gone are the days when women deferred to men's 'superior' knowledge of all things money. In fact, men can learn some investing tips from women.
-
Want to Produce a Podcast? Tips to Get It Done Right
It takes prep work, research and knowing where you're going. Plus, don't miss the most important recommendation from this expert podcast producer.
-
Have a DAF? How You Invest Can Make a Big Difference
Designing the right portfolio for your donor-advised fund depends on the giving strategy you choose. Here are some scenarios to help with that.
