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Personal Finance
How To Avoid Making Reflexive Investment Decisions
There’s a tug of war between our hearts and minds in making investment decisions. When emotions win—as they often do—we become our own worst enemies and underperform the broader market. According to DALBAR research, one of the single…
Richest Counties In The U.S.
Historic Loudoun County Courthouse in Leesburg, Virginia. Loudoun County has the highest median ... household income in the U.S. getty In a past Forbes article, we looked at the richest counties in every state in the United States.…
Student Loan Relief: Biden Considers Extending Student Loan Payment Restart
President Joe Biden (Photo by Alex Wong/Getty Images) Getty Images This story is developing. President Joe Biden may extend the student loan payment pause. Here’s what you need to know. Student Loans In response to the ongoing Covid-19…
Converting To A Roth? Don’t Fall Into These Traps
Roth ira conversion memo near retro briefcase and glasses. getty With talks of major long-term changes to retirement planning as part of the potential tax reform legislation, it’s a great time to start thinking about Roth IRA…
Is Supporting Family Caregivers Good For The Economy?
WASHINGTON, DC - NOVEMBER 01: Sen. Joe Manchin (D-WV) arrives for a news conference in Washington, ... DC. (Kent Nishimura / Los Angeles Times via Getty Images) Los Angeles Times via Getty Images The congressional proposal to increase…
Don’t Let Your Heir’s Creditors End Up With Your Retirement Funds
getty As part of your estate plan, you need to consider whether it’s possible your IRA or 401(k) could end up in the hands of creditors of one of your heirs. A general rule is that qualified retirement plans are exempt from bankruptcy…
Making The Most Of Midlife Crises
Carl Jung said, “One cannot live the afternoon of life according to the program of life’s morning; for what was great in the morning will be of little importance in the evening, and what in the morning was true will at evening have become a…
What To Do While Congress Ponders Changes To Estate, Gift Taxes
getty Estate owners dodged some bullets in 2021. Significant estate and gift tax increases were proposed early in the year, but they’ve been put on the back burner. They’re likely to be revised in 2022. Even if they aren’t, the 2017…
This Wall Street Firm Sees A Negative Year Ahead For The Stock Market
ToplineWith signs of excessive speculation and high valuations in the stock market, the current environment resembles a late-cycle bubble that is very much “similar” to the dotcom boom in 2000, Bank of America says, predicting a negative…
Benefits And Risks Of Buying Bitcoin For Your Retirement Plan
getty Having a pile of money at your fingertips can sometimes lure you into a jungle you best not enter. The problem is that, sooner or later, you’re going to look at your retirement savings account and discover you have a big pile of…