Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...
Our daily lives are constantly bombarded with drama, courtesy of the media. Drama, in headlines, stories and videos, gets attention and helps content creators get their message across in a cluttered media landscape. As a financial blogger, I confess that I’ve attempted to do that, too,...
We recently interviewed Mr. Farr on our YouTube video series, Swim with Jim, where he told us about adult children who love their parents and want the best for them, coming to see him for advice and counsel. These elderly parents may not have planned...
Having worked for two bank trust departments and observed so many complex problems created by the lack of a will, I have always urged clients, friends, and family members to keep their estate planning documents up to date. Those documents include a will, durable power...
Hey folks, it’s just a number. It has very little to do with your long-term investment plan. After all, it’s only 30 stocks that are mostly not industrial anymore. The media likes drama. In fact, other parts of our society like drama too. The purpose...
It's the beginning of the year. Did you set any goals last year, or are you like most of us who have those good intentions, but they seem to be mostly gone by February? My job as a financial writer is to inspire and educate...
It's the end of the year. A new year looms in just a few days. Imagine that. Who would have thought last Christmastime we would be where we are now? Did you set any goals last year, or are you like most of us who have those...
There’s a 70% chance that people over 65 will need some kind of long-term care, including services such as home care, assisted living and skilled nursing, according to government statistics....
We are in the goal business. Helping people define, refine and achieve their financial goals. What does it take to achieve and surpass financial goals?...
As the holidays approach and the budget is thin or you just need to be creative, why not start now to find creative ideas for gifts? These suggestions can keep on giving and demonstrate affection by being very personal. Here’s a collection of my favorites:...