Tag: financial advisor

Equity markets have rebounded strongly after defending the March lows of 21,900, with ICICI Securities attributing the move to easing global concerns such as the 90-day pause on US tariffs. The firm believes the worst...
President Trump’s tariff shock has forced China to rethink its trade ties with India. Donald Trump’s return to the White House has meant a return to the economic weapon he loves best: Tariffs. In...

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...

Recent articles

spot_img