With data breaches occurring more and more, it is important to protect personal information stored in online accounts with secure passwords. The majority of passwords do not pass the test. Learn how to create a password that will keep your data safe online. Click the...
A friend recently asked me whether she should open a Roth IRA or a Traditional IRA. In case these terms are unfamiliar to you, IRA stands for Individual Retirement Account—as opposed to a group or company-sponsored type such as a 401(k)—and comes in two main forms:...
“I love the Roth IRA. Tax-free income in retirement is a truly great deal.” -Suze Orman You’re no stranger to the power of compounding interest—but you still might be surprised at the astounding impact it can have on young investors’ financial futures. That’s why we...
Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have ironclad estate plans that keep their affairs private, leave money and possessions to the people they love and the charities they care...
As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that we’ve cultivated over decades of...
A week hardly passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now. About a year ago, I was sitting down to dinner with my family when I got a phone call from a...
"There's just one thing I can't figure out. My income tax." – Nat King Cole "The hardest thing to understand in the world is the income tax." – Albert Einstein This past year, Halloween was barely over when House Republicans introduced their version of tax reform....
Financial organization is a cornerstone of a healthy financial life. At the most basic level, financial organization saves time and money because it aids in paying bills on time, finding needed documents during tax season, providing proof of payment, disputing credit...
Although tax season is still months away, tax management should begin in the fall – especially for high-income earners facing the 3.8% net investment income tax, AMT, and other taxes. Our handy, downloadable PDF contains seven questions that can help you open a...
“Don't tax you, don’t tax me, tax that man behind the tree.” —Louisiana Senator Russell Long; former chair of the Senate Finance Committee (1966 to 1981) Tax reform The House Ways and Means Committee released H. R. 1, The Tax Cuts and Jobs Act, on Thursday, November...