Wealth-management
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Benefits of Charitable Contributions You May Be Overlooking
There are many tax, estate and income benefits when you donate to charity, especially if you make use of a charitable remainder trust (CRT).
By Joel V. Russo, LUTCF Published
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Did Fidelity Just Kill Commission-Free Trading?
Fidelity Investments made waves recently after introducing a $100 "surcharge" on certain ETF trades, but the firm has reached agreements with issuers to avoid service fees. Here's what to know.
By Charles Lewis Sizemore Last updated
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ETFs Are Hot, But Are They the Right Investment for You?
The younger cousin to mutual funds, exchange-traded funds offer some convenient advantages, like lower fees and greater tax efficiency.
By Rich Guerrini Published
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Beware of Unsolicited Offers to Buy Your Property
If someone makes an offer on your property out of the blue, be careful. Sometimes these people are counting on you not knowing your property's value and will offer only a fraction of its worth.
By H. Dennis Beaver, Esq. Published
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11 Ways to Grow Your Wealth
Whether you’re taking the first steps to increase your wealth or protecting the assets you’ve accumulated, our advice to grow your wealth will help you flourish.
By the editors of Kiplinger's Personal Finance Published
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How Much Will Getting Divorced Cost You?
Attorney fees and other fees can add up fast, depending on the route you choose. The less contentious the process, the less expensive it could be.
By Andrew Hatherley, CDFA®, CRPC® Published
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Cost Segregation: Six Real Estate Businesses That Can Benefit
By conducting a cost segregation analysis, property owners and others could find building components that could be depreciated, leading to tax savings.
By Derek A. Miser, Investment Adviser Published
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How 4 Ordinary People Invested To Reach Financial Goals
Patience helped these four investors make their portfolios work for them.
By Kim Clark Published
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IRA vs Roth vs 401(k): Which Do You Pick?
All offer great tax breaks as you save for retirement. In addition, there are 403(b), SEP and SIMPLE plans and more. But don't worry. It’s hard to go wrong.
By Scott McClatchey, CFP® Published