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In ESG Investing, Money Changes Everything
ESG investors put their money where their mouths (and hearts and minds) are by investing in companies with better management of environmental, social and corporate governance factors.
Beware of an Examination Under Oath by Your Insurance Company
Your insurer might suspect a claim is fraudulent, as was the case for a doctor in a small town in Southern California — but there’s a plot twist.
By H. Dennis Beaver, Esq. • Published
After-Tax 401(k) Contributions: Pros and Cons
401(k)s Three types of people could benefit from taking advantage of the after-tax 401(k) contributions option in their company’s retirement plan.
By Vishal Jain • Last updated
Interest on Bank Accounts Too Low? Consider Changing Banks
As the Federal Reserve continues to raise interest rates, more consumers have incentive to switch banks to earn more interest on their checking and savings accounts.
By Brian Barnes • Published
Ways to Avoid the Penalty on Early Retirement Withdrawals
Sometimes you just can’t avoid dipping into a retirement fund, but you might be able to qualify for an exception to the 10% tax penalty.
By Mike Piershale, ChFC • Published
Managing a Concentrated Stock Position: Too Much of a Good Thing
It can be a great problem to have, except for the tax implications. Here are some common ways to keep tax liability in check.
By Chris Creed, CFP®, CPWA® • Published
Retirement Planning That May Help You Enjoy Your Second Childhood
Given inflation, rising interest rates and a possible recession, how can near-retirees feel confident that their planning will ensure a fun and secure retirement?
By Ken Moraif, MBA, CFP®, CRPC® • Published
Social Security Spousal Benefits After Divorce: Is Income Disparity OK?
When mediating a divorce settlement, a 50-50 split of assets isn’t always equitable when Social Security benefits are taken into account.
By Chris Chen, CFP® • Published
Four Ways Savvy Investors Use DSTs for Their 1031 Exchanges
DSTs can help investors successfully complete a 1031 exchange, achieve diversification, avoid expensive capital gains taxes and more.
By Dwight Kay • Published
Using Defensive Stocks to Recession-Proof Your Portfolio
Beginners and experts alike can look to defensive stocks, such as those in the health care, utilities and consumer staples sectors, as safer investments in a volatile market.
By Kerim Derhalli • Published