Tag: financial advisor

S&P 500, Nasdaq finish lower; investors uneasy about Middle East conflict

Stocks
The S&P 500 and Nasdaq ended lower on Friday, with investors on edge over the Iran-Israel conflict heading into the weekend, as the U.S. considers whether to get involved. Trading was choppy for much of...

Have cryptocurrencies arrived as an asset class? It’s complicated

Crypto
There is a buzz around bitcoin. The world’s oldest and best-known cryptocurrency is trading close to record highs as enthusiastic investors bet on greater political and regulatory support from Donald Trump’s administration.The digital currency has...

We’re 70 With a $1.4M IRA. Does a Roth Conversion Still Make Sense?

Market
Most people are going to end up somewhere in between, where converting to a...

At 60 We Have $1.3 Million in 401(k)s and Will Receive $5,100 Monthly From Social Security. What’s Our Retirement Budget?

Market
At its most basic, creating a retirement budget is all about money in vs. money out. You figure...

What It Is and How to Calculate It

Market
Understanding downside risk is important for investors who are aiming to protect their portfolios from...

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...
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