End-of-the-year money moves

on Wednesday, 07 December 2016. Posted in Editorials, Opinions

Here are some things you might want to do before saying goodbye to 2016. What has changed for you in 2016? Did you start a new job or leave a job behind? Did you retire? Did you start a family?

Should you care what the market does each day?

on Tuesday, 22 November 2016. Posted in Editorials, Opinions

Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.

Mind over money

on Tuesday, 15 November 2016. Posted in Editorials, Opinions

When we go to the grocery store, we seldom shop on logic alone. We may not even buy on price. We buy one type of yogurt over another because of brand loyalty, or because one brand has more appealing packaging than another.

When is social security income taxable?

on Tuesday, 01 November 2016. Posted in Editorials, Opinions

Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above certai

Updating your estate plan

on Wednesday, 19 October 2016. Posted in Editorials, Opinions

An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions on your

The Trump and Clinton tax plans

on Wednesday, 21 September 2016. Posted in Editorials, Opinions

Seemingly every presidential candidate offers a plan for tax reform. You can add Donald Trump and Hillary Clinton to that long list. Here is a look at their plans, and the key reforms to federal tax law that might result if they were enacted.

Think about your lifestyle before you retire

on Tuesday, 09 August 2016. Posted in Editorials, Opinions

How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work.

Protecting your parents from elder financial abuse

on Tuesday, 26 July 2016. Posted in Editorials, Opinions

We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of people aged 60 and older – but many may think, “it won’t happen to my family” or “my relative is too smart to be take

Wisdom from Warren Buffett

on Tuesday, 14 June 2016. Posted in Editorials, Opinions

If you ask someone who the “world’s greatest investor” is, the answer more often than not may be “Warren Buffett.” That honor has never formally been awarded to him, and many other names might be in the running for that hypothetical title, but one thing

Puerto Rico defaults

on Tuesday, 17 May 2016. Posted in Editorials, Opinions

On May 2, Puerto Rico defaulted on its debt again. As it managed to negotiate with some of its creditors, its Government Development Bank did pay part of the $422 million it owed this week, but about $270 million in payments were missed.
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