Category: Advisors

Investors can enjoy tax savings on advisor fees by using this strategy

When investors sit down with their financial advisor to prepare their tax returns next year, they’ll be confronted with new rules that for many mean an increase in...

Blockchain’s potential will spur public and private investment

The many big companies disrupted by blockchain have now made it a priority to harness this technology. As is typically the case when faced with disruption, large...

Investors steer clear of emerging market bonds due to currency risk

Erica Canepa | Bloomberg | Getty Images People wait outside of a currency exchange house in Buenos Aires, Argentina, on Thursday, Aug. 30, 2018.  Mark McCarron, chief...

Here’s what you need to do to successfully build a business

Running your own business will consume your time 24 hours a day, seven days of the week for every week of the year. That goes even if you are on vacation with your...

An enjoyable mini retirement requires serious planning

Are you ready to leave your job, ride off into the sunset and devote time and energy to more personally meaningful pursuits? If you answered yes but are still 20 to 30...

How to gain financial independence and enjoy a very early retirement

They lowered their Internet speed, and found they didn’t notice a difference. “We were paying more money for no reason,” he said. His wife cancelled...

Filing your taxes Oct. 15? Here’s what you need to know

However, filing an extension doesn’t mean you don’t have to pay anything until October. A tax extension gives you more time to file, but not more time to...

Lessons from Sheryl Sandberg’s plans to donate her SurveyMonkey shares

Sandberg’s late husband, Dave Goldberg, was the CEO of SurveyMonkey. SurveyMonkey’s prospectus lists Sandberg’s ownership of the company through a...

How to maximize your tax benefits from medical expenses this year

If you have a health savings account, or HSA, which is offered in conjunction with high-deductible health care plans, you don’t have to spend your contributions...

The new tax bill will complicate splitting up, especially for women

The Tax Cuts and Jobs Act, signed into law December 2017, presents major changes that will significantly impact women and men going through divorce. This new tax law...