IT'S ALL ABOUT MONEY MANAGEMENT

  • What Are Your Odds of Being Audited?

    What Are Your Odds of Being Audited? July 2017 - Your risk of being audited is low, unless you show the I.R.S. some conspicuous “red flags” on your return. Here are some tips.

  • Insurance and Investments

    Insurance and Investments June 2017 - A good financial strategy is not just about “making money”— it is also about protection. Insurance can help in a crisis, and it also can become a crucial part of estate planning.

  • Financial Steps to Take before a Divorce

    Financial Steps to Take before a Divorce May 2017 - Wise moves to make before things are finalized. It will be better to assess the state of your financial life before the split happens rather than after. Here's what to look for.

  • Should the Self-Employed Plan to Work Past Age 65?

    Should the Self-Employed Plan to Work Past Age 65? April 2017 - Some solopreneurs think they will “work forever,” but they may not. See how much retirement income you need and how to save for it. Look at your investment risk and see when to collect Social Security.

  • Life Insurance before Age 40

    Life Insurance before Age 40 March 2017 - Millennials have reasons to obtain coverage now: before age 40, before marrying, for lower premiums, for the value of a whole life policy--it may be money-smart as well as a great life decision.

  • Saving $1 Million for Retirement

    Saving $1 Million for Retirement February 2017 - How many of us will retire with $1 million or more in savings? More of us ought to—in fact,
    more of us may need to, given inflation and the rising cost of health care. Here are some tips.

  • Mind over Money

    Mind over Money January 2017 - Emotion factors into many of our financial choices. Here are eight examples to help you learn to recognize biases and become a better consumer, and even a better investor.

  • When Is Social Security Income Taxable?

    When Is Social Security Income Taxable? December 2016 - When Is Social Security Income Taxable? The answer depends on your income. This article gives some background, describes applicable rules, and offers tips on a few things you can do.

  • Wisdom from Warren Buffett

    Wisdom from Warren Buffett November 2016 - Warren Buffet, one of the world’s most heralded investors, simply keeps calm and carries on. A voice of reason in volatile times, his clarity and candor stand out in a financial world marked by jargon.

  • The Trump & Clinton Tax Plans

    The Trump & Clinton Tax Plans October 2016 - Every presidential candidate offers a plan for tax reform. Here is a look at the tax plans of Donald Trump and Hillary Clinton, and the key reforms to federal tax law that might result.

 

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