Do you spend a lot of time worrying about your finances? And then perhaps you start following some of the most common financial advice? But...
Personal Finances
All Personal Finances Articles
SLATs: Not Just for the Wealthy
People often assume that Spousal Lifetime Access Trusts (SLATs) aren’t for them. After all, with the federal estate-tax exemption at nearly $13 million in 2023,...
Streaming Services for Your Money
Remember when TV was as simple as choosing a cable package and living with it? With today’s astonishing variety of streaming offerings, getting the most...
Master Mechanic’s Money-Saving Car Secrets
When AAA tallied all the costs involved in owning a car, including car payments, insurance, fuel, maintenance, repairs and more, it found that the average...
The Most Important Document You Need
Imagine that you or an elderly family member has a stroke. Chances are she appointed a proxy to make health-care choices for her. But what...
Need Emergency Cash? Consider a Margin Loan
Borrowing money is costly now, especially if you need cash for an emergency medical expense or unplanned events such as a tax bill. But there...
What Interest Rate Cuts Mean for Your Cash
After short-term interest rates reached their highest levels in two decades last year, savers feasted on 5%+ yields on bank deposit accounts and money-market funds....
Keep Your Money Safe
Worried about your money these days? You’re not the only one! A recent USA Today survey found that more than 70% of Americans feel financially...
Do Insurers Rule the World?
I am confused about insurance—as are many of you, I’m sure. You pay premiums for cars, homes, jewelry and more for years and years…and then...
What is Holistic Financial Planning?
Holistic financial planning brings all aspects of your financial plan, budgeting, savings and investing, and more together to serve your long term goals
Is Your Financial Advisor Ripping You Off?
Millions of investors trust financial advisors with their nest eggs. But how do you determine whether it’s wise to rely on the advisor you’re considering…or...
How to Find a Financial Advisor You Can Trust
A financial advisor you can trust will answer any question you may have, and be transparent about fee structures, commissions, and investment practices.
