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...
It isn’t too early to think about next year. We are now in plain view of the “fiscal cliff”. After the election, Congress may or may not end up keeping income and estate tax rates at their recent levels. Next year may bring some notable financial...
What does history show – and should we value it? As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street. That said, stock market historians have repeatedly analyzed market behavior...
WEEKLY QUOTE“Complexity is your enemy. Any fool can make something complicated. It is hard to keep things simple.” - Richard Branson WEEKLY TIP Never leave money on the table when it comes to your 401(k) or 403(b). If your employer offers to match contributions, strive to contribute...
2013 isn’t far off, yet both sides of Congress could end up far apart. Recently, you may have heard about the “looming fiscal cliff”, the “coming fiscal cliff” and so forth. What exactly is it? Briefly stated, the “fiscal cliff” is a potential $7 trillion dilemma facing...
WEEKLY QUOTE“Success is how high you bounce when you hit bottom.” - George S. Patton WEEKLY TIP New parents can sometimes spend a little too much on cute and trendy stuff. Here’s a test: will the item improve the quality of care for your baby? If not, leave it at...
WEEKLY QUOTE“Don't ever take a fence down until you know why it was put up.” - Robert Frost WEEKLY TIP A good will should propose at least a few executors, as there is always the possibility that your first choice for executor might not outlive you. WEEKLY RIDDLE Four grown men decided to...
What are they? How do they differ from “traditional” investments? If you’re seeking a different investment path and have a large amount of money to invest, you may already be considering an alternative investment. Alternative investments sidestep the traditional investment paradigm, such as real estate, cash,...
WEEKLY QUOTE“The path to success is to take massive, determined action.” - Tony Robbins WEEKLY TIP Take a look at your insurance policy and read the fine print about long-term or progressive illness in case you or a loved one are one day diagnosed with Alzheimer’s Disease, Parkinson’s Disease or...