Category: Education

May 3, 2017
Category:

Your 30s can be an exciting but challenging decade. While you may be advancing your career and earning more money, you’re also likely juggling more financial responsibilities. Many in this age group are married, given the median age at first...

May 3, 2017
Category:

I often hear clients talk about having a trusted advisor. I am not sure what they mean. Bernie Madoff was a trusted advisor for some very wealthy names. He has now become the icon of wealth advisor that should not have been...

April 12, 2017
Category:

The best offense sometimes really is a good defense. That sports maxim can be applied to personal finances, too. Devastating losses — whether from poor investments, excessive fees, fraud or something else — can delay reaching your financial goals by years. Yet...

April 5, 2017
Category:

Here's an overview of how much money Americans make, owe, and save. How much money does the average American earn? How much do they owe? And how much do they pay in taxes? Here are 10 statistics that answer these...

March 29, 2017
Category:

Buying a new home can be very overwhelming, especially if it's your first one. These six tips – like getting extra inspections and researching your neighborhood beforehand – can help simplify the process. What are your best tips for new...

March 29, 2017
Category:

Bumps in the Trump rally? Market making you nervous? Gain more control over your finances. Maybe you've been riding that bull for eight years and feel like it might be getting tired. Maybe you're getting a little jumpy yourself, with...

March 22, 2017
Category:

A new survey finds our expectations at odds with the financial reality of today’s retirees. Setting a retirement savings goal can feel like a crap shoot. How can you calculate your expenses, especially for health care, five, 10, 50 years...

March 14, 2017
Category:

Lower wages and higher medical costs are putting retiring women at greater risk for financial ruin than men, according to a recent survey. Seventy percent of nursing home residents are women, and the average cost of a private nursing home room is...

March 14, 2017
Category:

Many workers have access to a 401(k) retirement savings plan, but that doesn't mean they understand much about it. Financial advisors routinely see new clients who either have little grasp on the inner workings of their 401(k) plan or have...

March 7, 2017
Category:

Saving for retirement isn’t easy, especially given the cost of basic living expenses and debt payments. But it’s even harder when you consider that most people don’t have positive financial role models and consider finance topics too taboo to discuss...

February 28, 2017
Category:

It’s a new year. How healthy are your finances? Take the test to find out and get into top shape with this three-step guide. Forbes

...
February 17, 2017
Category:

If you’re self-employed, an independent contractor or the owner of a small business, you can really use some money-saving tax tips right now. After all, the total taxes on your net income as a sole proprietor can be as high...

January 19, 2017
Category:

Parents and students paying for college know how expensive it can be. To help defray these costs, many middle-income families qualify for tax credits and deductions when they spend money on education related tuition and fees. But which credits or...

January 17, 2017
Category:

Elder abuse is a rapidly growing problem in the U.S. Or at least so say experts who testified before a Senate Special Committee on Aging hearing in November. In fact, one in 10 seniors age 60 and older, some 5...

January 10, 2017
Category:

U.S. Housing and Urban Development Secretary Julián Castro said on Monday the Federal Housing Administration will reduce the annual premiums most borrowers will pay by a quarter of a percent.  The FHA is reducing its annual mortgage insurance premium by...