WEEKLY QUOTE“An inventor is simply a fellow who doesn’t take his education too seriously.” - Charles Kettering WEEKLY TIP Some people open a retirement account only to “set it and forget it,” leaving the asset allocation unchanged for years. As you get older, be sure to...
WEEKLY QUOTE “Life is like a ten-speed bicycle. Most of us have gears we never use.” - Charles Schulz WEEKLY TIP If you are a new parent, you have 18 years to save for your child’s university tuition. Consider an opening an education account in which earnings can...
Things you can do before and for 2013. What financial, business or life priorities do you need to address for 2013? Now is a good time to think about the investing, saving or budgeting methods you could employ toward specific objectives. Some year-end financial moves may...
How can you prepare, financially, for the uncertainties? Wildfires, hurricanes, terrorist attacks, floods, earthquakes … there are many disasters, both man-made and natural, that could happen without warning. For many, preparedness is a way of life. If you’ve lived all your life on a fault line,...
Gauging the economic and market impact of the storm. Hurricane Sandy’s fury has exacted a considerable and tragic toll. Even with the relief efforts now underway, it will be some time before things return to normal in many communities. How has Sandy impacted Main Street, Wall...
WEEKLY QUOTE“To conquer fear is the beginning of wisdom.” - Bertrand Russell WEEKLY TIP Your will, trust and powers of attorney should be reviewed regularly, once a year if possible. Time can alter priorities and intentions. WEEKLY RIDDLE Einstein’s Riddle: A man meets a bear in a...
Who would you rather emulate? You stand at your window and look across the street. Nice house, you think. Nice landscaping. Nice sports car. Nice driveway. New bikes for the kids. Wow, your neighbors are really well off. If only you had that kind of money. That...
WEEKLY QUOTE“You can only perceive real beauty in a person as they get older.” - Anouk Aimée WEEKLY TIP If you gift stock to help your student pay some college costs, be careful – if the gain is too large from the sale, your child’s unearned income...
IRAs & workplace retirement plans have higher contribution limits. The IRS has set annual contribution limits for IRAs, 401(k)s and other retirement plans higher for 2013, and made other important adjustments for inflation as well. Here is an overview of some notable changes just announced. The 2013...
You may want to exploit these strategic opportunities. Will the Bush-era tax cuts expire next year? We may not have an answer to that question for several months. After the November elections, you could see them extended once again. Nothing is certain: with the daunting financing...