Good tax planning is not about finding a loophole. It's not an aggressive or risky set of tax strategies. Good tax planning is simply knowing the financial rules that affect you and fairly abiding by them.
There’s hope the load will lighten in the new year, fast approaching. While we prepare for a fresh start, here are six financial best practices for year-end 2020 and beyond, none of which require any heavy lifting.
Should you rely on the prediction of the economist or the toss of a coin? The answer seems obvious, but it isn’t.
"Be properly housed" is #3 of the Five Fundamentals of Fiscal Fitness. Bottom line? You should probably have a mortgage for longer than you think.
No matter which political party is in power, your best chance for achieving your personal financial goals remains the same.
Mortgage rates have not been this low in 50 years (perhaps ever). Is obtaining a new mortgage or refinancing your existing mortgage a good idea for you?
We've been following the candidates' tax policy proposals. Here is what we've learned.
Among the many uncertainties of 2020 is a particularly controversial presidential election. Perhaps there exists is a pattern in past elections that can make this election less uncertain?
🏆 Meet Dr. Joseph Hollen ’74 (premedical), ’76 AAMD, Distinguished Alumni award winner from the School of Medicine 🏆
As companies grow to become some of the largest firms trading on the US stock market, the returns that push them there can be impressive. But not long after joining the Top 10 largest by market cap, these stocks, on average, lagged the market.
In selecting or retaining a financial advisor, how do you know if you’re making a wise choice? First, There Is Fiduciary. Next, there is Fee-Only. Finally, there is competence and a 'click'.
A checklist for finding a Full-Time Fiduciary. "Everybody claims to be a trusted advisor when some are really only salespeople."
Poor financial health leads to more stress, greater unhappiness, and can adversely affect your medical practice. Those who count on us need us now, more than ever. I’m glad we can be there for them during this storm, and for those unpredictable times ahead.
Logic and history argue for a commitment to value stocks, so investors can be positioned to take part when those shares outperform in the future.
Thinking about moving closer to your adult children? These financial considerations can help you decide.
With student loan debt standing at $1.48 trillion, a majority of today’s millennials are faced with how to pay down their portion while growing their savings and building net worth.
“The first half of 2020 should remind us that investing isn’t about conquering markets; it’s about mastering ourselves.”
The coronavirus pandemic has created much additional stress but it also this silver lining: It’s caused us to be conscious of how fleeting life can be. Perhaps it’s an opportunity to recognize the pernicious effect of stress on our health and to start a program to de-stress.
Will colleges be open for in-person instruction in the fall? This is a question many incoming students are currently facing.
It is not particularly unusual for the market to be concentrated in a handful of stocks. The extraordinary performance of FAANG stocks over the past decade are leading some to wonder if we should expect these stocks to continue such their strong performance going forward.