Tag: financial advisor

Jaguar Land Rover CEO Adrian Mardell is leaving the Tata Motors-owned carmaker, as it grapples with higher US tariffs and a controversial makeover of the Jaguar brand. "Mardell has expressed his desire to...
Foreign portfolio investors (FPIs) continued to pull out of Indian debt via the fully accessible route (FAR) for the fourth consecutive month in July, as the country's rate-cutting cycle nears its end.Net sales stood at...

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

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?

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

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?

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

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?

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

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

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?

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

Longevity Upends Traditional Financial Planning: MIT AgeLab Study

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?

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?

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

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