wealth management

Are You Gambling or Investing? Here’s How to Tell
investing

Are You Gambling or Investing? Here’s How to Tell

Gambling and investing are two very different things, but people sometimes get them mixed up. One’s good for a cheap thrill (if you’re lucky), but the…
March 2, 2021
ESG Investing: You Can Align Your Investments with Your Values, But Should You?
investing

ESG Investing: You Can Align Your Investments with Your Values, But Should You?

Investing with environmental, social and governance values in mind has gained in popularity, but is it a solid way to grow your wealth?
March 1, 2021
4 Ways You May Be Sabotaging Your Career Success
careers

4 Ways You May Be Sabotaging Your Career Success

To be a success, it’s helpful to know what NOT to do on the job. An interview with the best-selling author of “The Art of Being Indispensable at Work”…
March 1, 2021
What to Know Before Exercising Your Pre-IPO Stock Options
IPOs

What to Know Before Exercising Your Pre-IPO Stock Options

For those with stock options as part of their employee compensation package, here are some stock option basics and tax implications to keep in mind as…
February 26, 2021
10 Things You'll Spend Less on in Retirement
retirement

10 Things You'll Spend Less on in Retirement

We spend a lot of time worrying about running out of cash in retirement. But you might be surprised to see some of the things you'll find yourself spe…
February 25, 2021

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Why I’m No Fan of Trading Apps That Treat Investing Like a Game
investing

Why I’m No Fan of Trading Apps That Treat Investing Like a Game

In the wake of the GameStop saga, an investment professional shares his take on the rush of people buying into “hot stocks” only to get into hot water…
February 24, 2021
How Savers Can Earn More on Their Money, and Do It Safely
annuities

How Savers Can Earn More on Their Money, and Do It Safely

With interest rates perpetually doing the limbo (how low can they go?), here are three different types of fixed annuities that can be good alternative…
February 24, 2021
Want More Tax-Free Retirement Income? One Man’s Whole Life Decision
life insurance

Want More Tax-Free Retirement Income? One Man’s Whole Life Decision

Whole life insurance might not be something that’s on your retirement planning radar, but for this client, here’s how it served his need to control ta…
February 23, 2021
Yours, Mine … and Maybe Ours? Advice for Couples on How to Handle Money
personal finance

Yours, Mine … and Maybe Ours? Advice for Couples on How to Handle Money

Picking the right money-handling strategy for your family – separate finances, a joint account or something in between? – can make a big difference on…
February 23, 2021
The Priceless and Expensive Journey of Infertility Treatments
personal finance

The Priceless and Expensive Journey of Infertility Treatments

A financial planner who has lived through this journey herself lays out an overview of what couples who are struggling to have a baby can expect, in P…
February 22, 2021
How to Divorce a Millionaire (Tip: Watch Out for Executive Compensation)
Divorce

How to Divorce a Millionaire (Tip: Watch Out for Executive Compensation)

The more money involved in a divorce, the more you need to know about things like stock options and restricted stock awards.
February 22, 2021
Are You Being Too Frugal in Retirement?
Budgeting

Are You Being Too Frugal in Retirement?

You might be surprised how common it is to be so afraid to spend that you don’t fully enjoy your retirement. But there are things you can do about tha…
February 19, 2021
5 Strategies for Tax Planning Now and in Retirement
tax planning

5 Strategies for Tax Planning Now and in Retirement

Tax planning is one of the best things you can do to keep more money in your pocket in retirement. There are specific things to consider when planning…
February 18, 2021
Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?
investing

Lump Sum or Not: What’s the Best Way to Invest Your Year-End Bonus?

What is dollar cost averaging, and when you have a significant windfall to invest, which method is better for you: dollar cost averaging vs. a lump su…
February 17, 2021
Small-Business Owners Can Be Divided into 2 Camps – Which Are You?
small business

Small-Business Owners Can Be Divided into 2 Camps – Which Are You?

The financial complexities of being a small-business owner are vast regardless of the “camp” they reside in. Juggling business needs with personal fin…
February 17, 2021
Things to Consider Before You Refinance Your Mortgage
mortgages

Things to Consider Before You Refinance Your Mortgage

With mortgage rates hovering near all-time lows, refinancing is on many homeowners’ minds right now. Are you a good candidate?
February 16, 2021
Unanticipated Side Effects: The COVID-19 Pandemic and Working Women
Coronavirus and Your Money

Unanticipated Side Effects: The COVID-19 Pandemic and Working Women

Women in corporate careers face difficult choices amid the global pandemic. Balancing work, family and money may feel impossible, but before you make …
February 16, 2021
Are You Prepared for Health Care Costs While in Retirement?
retirement planning

Are You Prepared for Health Care Costs While in Retirement?

Yes, health care can be expensive in retirement, but there are some things you can do now to get your ducks in a row.
February 15, 2021
How Grandparents Can Help Their Kids to Raise Financially Responsible Grandkids
personal finance

How Grandparents Can Help Their Kids to Raise Financially Responsible Grandkids

Your job isn’t to spoil your grandchildren, it’s to spend quality time with them, teach them and lead by example. Try these three tips for a healthy r…
February 12, 2021
Personal Finance Tips from the Year of the Ox
personal finance

Personal Finance Tips from the Year of the Ox

With Chinese New Year upon us, it’s time to reflect on money and career lessons we could learn from 2021’s animal: the ox. Oxen are honest, diligent a…
February 12, 2021
How Annuities Are Taxed
annuities

How Annuities Are Taxed

Annuities offer powerful tax advantages, and a few (avoidable) pitfalls. How to cut your taxes and avoid surprises.
February 12, 2021
Don't Count on a Bonus or Recapturing Last Year's Pay Cut – Budget Around It Instead
Business Executives

Don't Count on a Bonus or Recapturing Last Year's Pay Cut – Budget Around It Instead

If you are worried that your executive compensation may not meet your expectations in 2021, it’s best to prepare for the worst now. Here’s how.
February 11, 2021
It May Be Time to Swap the 60/40 Portfolio for a 40/60 Portfolio Instead
bonds

It May Be Time to Swap the 60/40 Portfolio for a 40/60 Portfolio Instead

If the traditional “60/40 portfolio” is dead, what should investors do? For a clue, turn to the Chicago Bulls and see what we can learn from the Worm …
February 11, 2021
Does Your 401(k) Come with a Self-Directed Brokerage Account Option?
401(k)s

Does Your 401(k) Come with a Self-Directed Brokerage Account Option?

How to utilize and capitalize on self-directed brokerage accounts within your 401(k) plan. More options may offer more possibilities.
February 11, 2021
Condo Owners’ Legal Rights When the Bug Guy Damages Your Property
home

Condo Owners’ Legal Rights When the Bug Guy Damages Your Property

Homeowners associations hire contractors for upkeep all the time, but what happens when an HOA’s contractor, such as a pest control worker, damages a …
February 10, 2021