It's simply not wise to put all your eggs in one basket, whether what's in that basket is filled with ultra-safe municipal bonds or high volatility cryptocurrency.
Being asked to be an executor is an honor you might want to pass up. Settling an estate typically involves tracking down and appraising assets, paying bills and creditors, filing…
The country's wealthiest individuals could have another tax situation on their hands.
Most people are familiar with the income tax, but the wealth tax comes with another layer of calculations for the world's wealthiest people.
Investors look to microcaps for their potential gains, but is there potential fraud too?
Owning real estate could be the oldest form of investing, but the costs and risks of holding real estate might be a poor fit for you. Luckily, real estate investment trusts, more commonly known as REITs, can provide you with most of the pros of real estate investing with very few of the cons. What […]
The relationship between life insurance and the African American community is complex. Although Black Americans are more likely to own life insurance than whites, a recent study shows, their coverage…
The pandemic has a lot of folks reconsidering their need for life insurance. Nearly 30% of adults are more likely to buy life insurance over the next year compared to their inclination to buy it pre-pandemic, according to LIMRA, an industry-funded research company. If you’re considering buying a life insurance policy, one of the first […]
Consider these four uncommon sources of retirement income if Social Security, 401(k), and pensions can't meet your needs.
When opportunity strikes, star performers step up.
Having a plan for how you'll spend your money in retirement is just as important as having a plan for how you'll save it.
How big a difference will a slightly larger income really have later in your life?
Here are three things you should do to help land that first house in 2021.
Families across the U.S. are financially diverse — and so is how they save. But across the board, more are saving now than ever before, whether it’s for emergency expenses…
Hoping for an early workforce exit? Here's how to make it happen.
A few smart decisions in the near term could lead to more financial security and happiness during your senior years.
Have you experienced a life-changing situation recently? If you have, your beneficiaries might be out of date.
What are your personal goals for 2021? How will your financial planning support you in achieving them? While you have your New Year's cap on, take this chance to make the personal financial resolutions that will get you closer to the life you want.
- Define your Objectives – The SMART model is an effective guide for defining objectives that are:
- Specific - so that you know exactly what you are aiming for and how you are going to get there;
- Measurable - enabling you to keep track of your progress and assess how closely you have really met your goal;
- Achievable - so that you can take on the challenge with confidence and not become overwhelmed by a task that is too ambitious;
- Relevant - it is easy to come up with an array of good, creative objectives in a free brainstorm, but all of them may not get you to your desired end g...
The 5 Types Of Financial Resolutions
What are your personal goals for 2021? How will your financial planning support you in achieving them? While you have your New Year's cap on, take this chance to make the personal financial resolutions that will get you closer to the life you want.
- Define your Objectives – The SMART model is an effective guide for defining objectives that are:
- Specific - so that you know exactly what you are aiming for and how you are going to get there;
- Measurable - enabling you to keep track of your progress and assess how closely you have really met your goal;
- Achievable - so that you can take on the challenge with confidence and not become overwhelmed by a task that is too ambitious;
- Relevant - it is easy to come up with an array of good, creative objectives in a free brainstorm, but all of them may not get you to your desired end g...
The 5 Types Of Financial Resolutions
Two of these stocks were recently sporting dividend yields above 8%.
It’s natural to have concerns about whether you’re saving enough for retirement. A report from the National Institute for Retirement Security (NIRS) finds that women, in particular, remain at a disadvantage with their retirement savings. Women aged 65 or older have a median household retirement income of $47,244, only 83% of their male counterparts, who […]
Q: I enjoyed reading your recent article on the differences between using a will and a quitclaim deed in order to pass property to heirs or family members.
Turkey, stuffing, and the traditional pumpkin pie are some of the best treasures a person could be thankful for this Thanksgiving Day. State T…
State Treasurer Michael L. Fitzgerald announced he has more money to return to Iowans. More than two million people are owned over $308 millio…
State Treasurer Michael L. Fitzgerald's Great Iowa Treasure Hunt fall publication is scheduled to be released soon. The soon-to-be-published l…