Looking at Being a Stay-at-Home Parent? Four Financial Factors
With childcare costs rising, more parents are considering staying home with the kids. To help with that big decision, here are some things to keep in mind.
Two Big Blind Spots Wealthy People Have About Retirement
High-net-worth people, like everyone else, underestimate their longevity, rising costs in retirement and the emotional impact of their lifestyle changes.
By Aditi Javeri Gokhale Published
Looking Beyond Dividends: How to Maximize Your Yield
When making investing decisions, considering shareholder yield, rather than only dividend yield, could improve your results.
By Michael Joseph, CFA Published
No Grinch Allowed! Inflation-Beating Tips for the Holidays
To make the most of your holiday season, set a budget, plan to pay more than last year and manage expectations — yours and others’.
By Andrew Rosen, CFP®, CEP Last updated
This Four-Part Retirement Strategy Can Help Withstand Bad Timing
If you’re worried about the markets being down when it’s time for retirement, consider dividing your assets among different baskets to boost your confidence.
By David W. Johnston, CFP® Published
Would You Benefit From a Split Interest Income Trust?
If you have a high income, are selling appreciated assets or won the lottery, a split interest income trust could be a boon to you and a designated charity.
By John M. Goralka Published
Five Ways to Give Your Retirement Purpose
Doing something you love, volunteering, working part time or devoting time to some other appealing activity in retirement can have positive health benefits.
By Heidi Ardis Published
Tips on How and When to Donate During a Humanitarian Crisis
Donating to long-term recovery efforts could be an even bigger help than giving immediately after a crisis begins.
By Elizabeth Wong Published
How Two Rattlesnake Bites and Scholarships Led This Doctor to His Calling
Serendipity played a role, too, in Albert ‘Bert’ McBride’s rise from poisonous-snake expert to urologist. At 85, he’s still in practice.
By H. Dennis Beaver, Esq. Published
Four Things to Know if Medicare’s IRMAA Kicks In
The income-related monthly adjustment amount, known as IRMAA, happens when your income exceeds a certain threshold. You can appeal if your circumstances change.
By Evan T. Beach, CFP®, AWMA® Published