Browsing: Personal Finance

I love helping my clients maximize their tax-free retirement income streams. Converting a traditional IRA account to a Roth IRA is a fabulous part of a…

What’s it’s like to be retired when a recession hits? Every good ship’s captain knows how to ride out choppy waters. He’s got a tried-and-true rulebook.…

Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless prognostication and aimless activity. Yet, if…

Most people should consider having one or more trusts in their estate plans. To make decisions about trusts you must be aware of trust terminology and…

You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the usual deadline. It’s your deadline. It’s…

Mortgage rates remained near a three-month low this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac’s latest Primary Mortgage Market Survey, released Thursday, showed that…

If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained 25% when you include the return…

President Donald Trump’s advisor Elon Musk went on TV the other day to say he’d cut up to $700 billion in fraud and waste from Social…

Start your kids on the right financial foot by saving for retirement early with a Roth IRA. If your child has earned income, perhaps from a…

Missed payments on auto loans by American car owners rose to the highest level in three decades earlier this year. The percentage of borrowers with subprime car…