Financial Planning

Latest

Junk Bonds Are Anything But

Becoming an Investor It is time for high-yield skeptics to concede that the rewards from junk bonds trounce the perceived risks.

Becoming an Investor

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  Smart Money Moves to Make Before Year End

  Financial Planning You can take action now to lower your taxes, save money and enhance your finances for 2024.

  By Donna LeValley Last updated 27 December 23

  Financial Planning
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  Tap Home Equity for Retirement Income

  If you're looking for extra retirement income, it's worth checking close to home. We look at four ways to use your home equity as a source of regular income.

  By Rivan V. Stinson Last updated 10 April 23

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  Are There Cracks in Your Pension Plan?

  retirement You're counting on pension benefits in retirement. But how secure is your pension plan? We offer some guidance, including a pension calculator, to help you find out.

  By Alina Tugend Last updated 28 October 22

  retirement
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  Bigger Isn't Always Better When It Comes to Financial Advice

  Here's why a smaller, independent adviser could be a better fit for your retirement-planning needs than the big-name institutions.

  By Megan Clark, Investment Adviser Representative Last updated 24 October 22

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  Minimizing Taxes When You Inherit Money

  Financial Planning Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.

  By Sandra Block Last updated 30 September 22

  Financial Planning
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  Donor-Advised Funds: The Gift That Keeps on Giving

  Financial Planning Expert guidance on how this charitable vehicle can make a difference.

  By Emma Patch Published 29 August 22

  Financial Planning
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  Tax Breaks for College Finance with Kalman Chany

  Paying for College Paying for (ever-pricier) college is a challenge that this consultant meets head on with highly specific guidance.

  By David Muhlbaum Published 24 August 22

  Paying for College
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  Reading, Writing, and Personal Finance

  Raising Money-Smart Kids A growing number of high schools are adding personal finance to their curriculum.

  By Sandra Block Published 4 August 22

  Raising Money-Smart Kids
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  This Couple Tackles Love and Money as a Team

  Getting Married Fyooz Financial, the husband and wife team of Dan and Natalie Slagle, have carved out a niche advising other couples with the money questions that come with pairing up. Also, where is this troubled stock market headed?

  By David Muhlbaum Published 24 May 22

  Getting Married