A Surprising Way COVID-19 Is Making Divorce More Complicated
Divorce

A Surprising Way COVID-19 Is Making Divorce More Complicated

The pandemic’s economic side effects have pushed more companies to offer stock options and restricted stock awards to employees. This type of compensa…
October 6, 2020
7 Must-Listen Retirement Podcasts That Aren’t About Money
happy retirement

7 Must-Listen Retirement Podcasts That Aren’t About Money

Staying physically and mentally engaged in retirement is just as important as how much cash you have in the bank. Here are some of my favorite podcast…
October 6, 2020
The Psychology of Being Scammed
personal finance

The Psychology of Being Scammed

Are you nice? Trusting? Well, you also might be scammed one day, if you’re not careful.
October 5, 2020
How to Pick an Indexed Annuity
annuities

How to Pick an Indexed Annuity

To help choose the right fixed indexed annuity for you, first decide which of these three main goals you have in mind. Identifying your top priority c…
October 5, 2020
How to Tell If You’re Ready for a High-Risk/High-Reward Investment
investing

How to Tell If You’re Ready for a High-Risk/High-Reward Investment

Ask yourself this: Can I afford to lose it all? If not, then you have a little work to do first.
October 2, 2020
Considering Real Estate? Know the ABCs of DSTs, TICs and 1031s
real estate investing

Considering Real Estate? Know the ABCs of DSTs, TICs and 1031s

Having commercial and multifamily real estate in your investment portfolio provides diversification, and it can potentially generate income and help y…
October 1, 2020
Why a Massive Retirement Rush Is Underway
retirement

Why a Massive Retirement Rush Is Underway

Older workers in many fields are feeling the urge — or the push — to retire. The question is, are they ready?
October 1, 2020
You’ve Been Forced into Early Retirement – Now What?
retirement

You’ve Been Forced into Early Retirement – Now What?

It’s more common than you may think. If leaving work wasn’t part of your plan, you have some decisions to make.
September 30, 2020
What to Do with Cash in a Low Interest Rate Environment
life insurance

What to Do with Cash in a Low Interest Rate Environment

Safe places to stash cash are earning next to nothing, so what can you do? Dividend-paying whole life insurance may be one option to consider.
September 30, 2020
Keep Politics Out of Your Investing Decisions!
investing

Keep Politics Out of Your Investing Decisions!

Investors are rightly focused on the upcoming election and trying to figure out how to position themselves. But how should our political leanings impa…
September 29, 2020
Tax Moves to Make Now If You Think Biden Will Be President
Politics

Tax Moves to Make Now If You Think Biden Will Be President

"I'm going to get rid of the bulk of Trump's $2 trillion tax cut, and a lot of you may not like that, but I'm going to close loopholes like capital ga…
September 29, 2020
3 Reasons to Wait Until 70 to Claim Social Security Benefits
social security

3 Reasons to Wait Until 70 to Claim Social Security Benefits

In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first.
September 29, 2020
Are Your Adult Children Living at Home?
personal finance

Are Your Adult Children Living at Home?

How my parents’ wise rules (and kicking me out of the nest, but in a nice way, years ago) helped me become financially independent.
September 29, 2020
Should You Retire During a Pandemic? 3 Things You Should Know
retirement planning

Should You Retire During a Pandemic? 3 Things You Should Know

You may have no choice but to retire early, so make these three crucial assessments now to see where you stand.
September 28, 2020
Financial Advice for Worried Airline Pilots Right Now
careers

Financial Advice for Worried Airline Pilots Right Now

Furloughs, job cuts and early retirement are on the minds of many pilots. Now is the time for them to get their finances in order.
September 28, 2020
With Estate Taxes on Sale Now, You Snooze, You Lose!
tax planning

With Estate Taxes on Sale Now, You Snooze, You Lose!

You may want to consider gifting your home — or maybe a fractional interest in it — as well as using an irrevocable trust before it’s too late.
September 25, 2020
Pandemic Budgeting: It’s Time to Start Fresh
personal finance

Pandemic Budgeting: It’s Time to Start Fresh

If you have a budget, you may need to tweak it, and if you don’t … what are you waiting for?
September 24, 2020
Budgeting: To Take Back Control of Their Finances, Millennials Need to Embrace the ‘B’ Word
personal finance

Budgeting: To Take Back Control of Their Finances, Millennials Need to Embrace the ‘B’ Word

It’s not sexy, but budgeting has many benefits, and millennials need all the help they can get.
September 24, 2020
How To Buy a Roth IRA When You Make Too Much To Qualify For One
Roth IRAs

How To Buy a Roth IRA When You Make Too Much To Qualify For One

With their tax-free growth and tax-free withdrawals, Roth IRAs are a great deal — if you qualify. If you don’t, well, there’s still a way to get into …
September 23, 2020
Is That Hot Investment Worth the Risk?
investing

Is That Hot Investment Worth the Risk?

High returns are great, but they come with some nasty baggage: high risk. The key is determining whether the reward justifies the risk.
September 23, 2020
Thinking About Day Trading? Read This First
investing

Thinking About Day Trading? Read This First

More people are getting into day trading these days, but don’t believe the hype. While some get lucky, the odds are stacked against you. If you really…
September 22, 2020
5 All-Too-Common Financial ‘Sins’ … and How to Atone for Them
personal finance

5 All-Too-Common Financial ‘Sins’ … and How to Atone for Them

Yom Kippur teaches us the value of reflection, and that’s something that all investors and retirement savers could benefit from right now.
September 22, 2020
FAQs on CARES Act Relief for Student Loan Borrowers
student loans

FAQs on CARES Act Relief for Student Loan Borrowers

Here’s how to know if you qualify – and how you should take advantage.
September 21, 2020
Check Your Financial Adviser Now (and Every Year) or Regret It Later
wealth management

Check Your Financial Adviser Now (and Every Year) or Regret It Later

Fewer than 10% of investors use such free background checks as Investor.gov, BrokerCheck or IAPD to check their financial advisers’ backgrounds. These…
September 21, 2020
Being a Woman Cost Me $2 Million, But Ruth Bader Ginsburg Stood Up for Me
personal finance

Being a Woman Cost Me $2 Million, But Ruth Bader Ginsburg Stood Up for Me

Thanks to pioneers like Ruth Bader Ginsburg, women have come a long way in this country … or have we? A look at the progress, the continuing struggles…
September 21, 2020
Reasons to Own Life Insurance in Every Decade of Your Life
life insurance

Reasons to Own Life Insurance in Every Decade of Your Life

With competing financial priorities throughout your lifetime, it could be easy to overlook life insurance, especially in your younger years. But life …
September 21, 2020