Money

Financial Planning

The Financial Risk of Early Decision

Students who apply to a college for “early decision” and who are accepted commit to enrolling in that school. Problem:…

The Economy

Stagflation Playbook

Are we about to get walloped by “stagflation”? We have not seen this combination of high inflation, high unemployment and…

Banking

Best Places to Stash Your Cash Now

Lift-off! After punishing savers with two years of near-zero short-term interest rates, the Federal Reserve expects to hike its benchmark…

Money Savers

Beware This Loan for Energy-Efficient Upgrades

The caller is promoting a program to help homeowners invest in efficiency upgrades. You can get a new furnace, roof…

Investing

Direct Indexing

Index funds and exchange-traded funds (ETFs) revolutionized investing by providing a simple way to get instant diversification. Now, brokerage firms…

Household Expenses

Secrets of Buying A Home Facing Foreclosure

Whether you are searching for a home to live in or one to invest in, you likely are facing a…

Investing

Investing in Energy Stocks in Today’s Volatile World

The death of fossil-fuel companies has been greatly exaggerated. For much of the last decade, oil-and-natural-gas stocks were on life…

Investing

Next Fast-Growing Market – India

For investors who want to diversify in fast-growing markets beyond the US, China has been the obvious choice. But the…

Financial Planning

Avoid These Social Security Traps

How wise are your Social Security decisions? Social Security benefits account for approximately one of every three dollars received by…

Investing

Create Your Own Target-Date Fund

About 40 million Americans have invested in target-date funds (TDFs), those ready-made, all-weather portfolios of stock and bond funds that…

Taxes

Taxpayer Victories and Defeats

The IRS is always challenging taxpayers on matters ranging from business expenses to legal settlements to unusual assets. Thousands of…

Financial Planning

Go Rogue! Using Unconventional Wisdom to Guide Your Financial Decisions

Top economist and Wall Street gadfly Laurence J. Kotlikoff, PhD, believes that the way most of us go about planning…

Investing

Invest in High-End Collectibles with Fractional Shares

Want to own an original Declaration of Independence? A vintage Ferrari? A Warhol silkscreen? Now you can own a piece of a high- priced collectible by buying fractional shares.

Financial Planning

Bridging the Gap Between Siblings’ Finances

It can be difficult when one sibling has greater financial means than another. Here’s how to maintain your relationship despite your different financial situations.

Estate Planning

Little-Known Tools for Retirement and Estate Planning

The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not…