A noted economist disputes that generalization. True or false? You may have heard this claim before (or something like it): “Many Americans are being forced to retire later because their savings and investments took a hit in the Great Recession.” Recently a big-name economist disputed that belief....
Two-thirds of us have no financial plan. 64% of Americans have no financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it. That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by the Certified Financial Planner...
The 2011 changes will be followed by more in 2012 and 2013. Have you bought any stocks this year? Before you sell any of them, remember that the IRS implemented new tax basis reporting rules for equities on January 1, 2011. Under the new rules, you...
A way to give without a great deal of bureaucracy. So, you’d like to make some major charitable contributions, but you don’t want to create a family foundation - with its paperwork and management commitment and the possibility of squabbles. Is there an alternative? Yes, there is....
Two-thirds of us have no financial plan for retirement. 64% of Americans have no retirement financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it . That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by...