Category: Advisors

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...

How some people misuse their home equity

You shouldn’t use your house to help pay your monthly bills, but nearly 1 in 6 American homeowners thinks that’s just fine. Those were the findings from a...

When these three different families should claim Social Security 

You’re 66 years old and married; your spouse is 65. You have no children. You were the higher earner, and making a little more than $175,000 before retirement....

How to cut your tax bill when dipping into your 401(k)

There are several sophisticated tax strategies that are viable when it comes to stock positions in your work retirement plan, including net unrealized appreciation. But...

How to protect your fixed-income investments from inflation

This hasn’t been much of an issue in recent years, when the biggest concerns about inflation have been that it was too low. At a consumer level, inflation has been...