Tag: financial advisor

5 actions to take now ahead of a possible recession

Market
After years of the US economy dodging a downturn, recession fears are percolating. Uncertainty over tariffs and government layoffs has dimmed the economic outlook and...

Ahead of Market: 10 things that will decide D-Street action on Monday

Stocks
The Indian market ended flat on Friday, after rising 2% over the last two sessions, with gains in heavyweight Reliance Industries offsetting declines in IT stocks. Market sentiments remained cautious due to concerns over U.S....

What Is the IRS Credit for the Elderly or the Disabled?

Market
The IRS credit for the elderly or the disabled can provide valuable tax relief for...

How Bearer Bonds Work and How to Invest in Them

Market
Bearer bonds offer a glimpse into financial history, standing out for their unique ownership structure...

Can There Be Two or More Trustees for My Living Trust?

Market
Can there be two trustees in a living trust? Yes, you can appoint multiple trustees,...

$400k Now or $2,000 a Month? Here’s What to Consider

Market
Deciding whether to take a $400,000 lump sum or monthly pension benefit of $2,000 requires...

How Tax Debt Is Divided During a Divorce

Market
Dividing tax debt in a divorce can be difficult, especially with joint tax returns and...

If I Claim $3,000 in Social Security, Does My Wife Have to Separately File for Her Spousal Benefit?

Market
To understand how this works, let’s look at our hypothetical situation from above. Imagine that...

Longevity Upends Traditional Financial Planning: MIT AgeLab Study

Market
Retirement isn’t just about money. Longer lifespans mean that retirement will be far more dynamic...

Can I Live Comfortably at 65 with $750K in Savings and $1,800 Social Security?

Market
Finally, in addition to growing your money, it’s important to keep an eye on your...

I’m Netting $590k From Selling My House. Do I Need to Plan for Taxes?

Market
A net gain of $590k on a home sale will put at least some of...

Am I Set to Retire at 55 With a $2 Million Net Worth and $6k in Expenses?

Market
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the...

I Want a Second Opinion. Is 50% in Annuities Too Much?

Market
So how much is too much when it comes to investing in annuities? To determine...

A Tax-Saving Strategy for Your RMDs You Might Not Have Heard About

Market
Everybody hates being told what to do, and retirement investors hate it even more when...
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