recep-bg | E+ | Getty Images Spring typically represents a new beginning, a fresh start and a bright outlook for the future. This also indicates… Read More »Op-ed: Families should plan to negotiate with colleges for more financial aid due to pandemic
Tetra Images | Tetra images | Getty Images A few years ago, I had a client tell me he invested in a fancy bowling alley… Read More »Op-ed: You’ve been asked to invest in a private venture. Here’s when to say ‘yes’ and when to walk away
fstop123 | E+ | Getty Images If you pulled money from your 401(k) plan or individual retirement account last year to get through tough times,… Read More »Here are tax issues to consider if you tapped retirement account to weather 2020
Democratic candidates for Senate Jon Ossoff (L), Raphael Warnock (C) and US President-elect Joe Biden (R) bump elbows on stage during a rally outside Center… Read More »Here’s how wealthy families will save on estate taxes in the Biden presidency
US President-elect Joe Biden speaks at The Queen theater in Wilmington, Delaware on January 7, 2021, to announce key nominees for the Justice Department. Jim… Read More »Biden’s stimulus proposal would boost these tax credits for families
Alistair Berg | DigitalVision | Getty Images Many jobless workers are about to find out they could owe federal and state taxes on their 2020… Read More »How being unemployed in 2020 could lead to a surprise tax bill
LeBron James of the Los Angeles Lakers at a game against the LA Clippers at ESPN Wide World Of Sports Complex on July 30, 2020… Read More »State tax departments set their sights on pro athletes’ earnings
Oranut Fankhaenel / EyeEm | EyeEm | Getty Images Sustainability ratings are useful tools for assessing the environmental, sustainability and corporate governance-worthiness of mutual funds… Read More »How to navigate the world of sustainable investing ratings
Getty Images Sitting on a growing bitcoin fortune? Consider giving away some of it to charity. As 2020 draws to a close, the cryptocurrency has… Read More »With bitcoin ticking over $28,000, now might be a good time to give some of it to charity
aluxum | E+ | Getty Images Sustainable investing incorporates environmental, social and governance considerations. But how exactly do these factors fit into the analytical process,… Read More »Here’s how companies factor in environmental, social and corporate governance concerns
Vladimir Vladimirov | E+ | Getty Images Giving to charity is about to pay off a little more — that is, if the latest Covid… Read More »New Covid relief bill boosts tax breaks for charitable giving in 2021
nd3000 | iStock | Getty Images Start young. Look away from your 401(k) when the market freaks out. Don’t sell. A lot of the investment… Read More »Retirement savings on track? How to make sure you’re prepared for other goals, too
Nipitphon Na Chiangmai / EyeEm | EyeEm | Getty Images As we near the end of 2020, it’s time to review and evaluate your overall… Read More »Op-ed: Here’s how to create a charitable trust as part of an estate plan
Smoke in the Blue Mountains of Australia after a forest fire. Andrew Merry | Moment | Getty Images If you’re like most Americans, you worry… Read More »Here are some investing options for 2021 — with climate change in mind
Patrick Pleul/picture alliance via Getty Images The coronavirus relief bill passed by Congress toughens rules around use of a common heat-trapping chemical and funnels billions… Read More »Congress sets sites on climate change in Covid relief bill
Angela Weiss | AFP | Getty Images At some point — whether this week or in coming weeks — at least a couple of people… Read More »Mega Millions and Powerball jackpots both top $320 million. Advisors say do this if you win
Karol Serewis/SOPA Images/LightRocket via Getty Images Financial advisors recommend various uses for this extra cash, depending on individual and family circumstances. Unemployed workers may need… Read More »Here’s how financial advisors say Americans should use those $600 stimulus checks
After months of failed negotiations, lawmakers have finally agreed to a new $900 billion coronavirus relief package. Congressional leaders have not yet released text of… Read More »Congress agrees to a Covid stimulus deal. Here’s who’s likely eligible for a $600 check and when you’ll get it
sturti | E+ | Getty Images A new stimulus check is in the works for millions of Americans. If you’re eligible for a payment, it… Read More »Second stimulus checks may be on the way. Here’s what advisors say you should do with the money
Climate change and low-carbon solutions are impacting investors’ portfolios. Mitch Diamond | Getty Images For some advisors, embracing environmental, social, and good governance principles means… Read More »These advisors actually ‘walk the talk’ when it comes to socially responsible investing