Personal Finance Advice and Commentary

Friday, June 10, 2016 5:48 pm
By Stephen Pounds ·

The U.S. Trust Insights on Wealth and Worth survey of 684 high net-worth individuals shows the wealthy aren’t as risky as they are portrayed in movies like “The Wolf of Wall Street.”

Wednesday, March 30, 2016 6:30 am
By Judy Martel ·

The high cost of long-term care seems at odds with a low-risk, low-yield investment plan.

Tuesday, March 29, 2016 6:30 pm
By Dr. Don Taylor ·

The top 4 responses from all bracket participants were: 1. Live within your means; 2. Start saving early; 3. Rein in debt, and 4. Use credit responsibly.

Monday, February 29, 2016 10:57 am
By Judy Martel ·

The low-rate environment is a “new normal,” says one expert, and retirees better be prepared.

Monday, February 22, 2016 5:06 pm
By Dr. Don Taylor ·

When you leave a job for the next job opportunity, whether it’s on your terms or not, you have 4 choices about what to do with your 401(k) account from that employer.

Wednesday, January 20, 2016 7:05 am
By Judy Martel ·

Like it or not, the 1-percenters will be in the spotlight this presidential election year.

Monday, December 28, 2015 12:39 pm
By Judy Martel ·

One thing’s for sure: Investors won’t be bored with the stock market next year.

Monday, December 21, 2015 7:05 am
By Judy Martel ·

Sometimes it takes money to lose money. Find out how the ultra-rich lost a fortune.

Monday, November 30, 2015 2:19 pm
By Dr. Don Taylor ·

In taxable accounts, your capital losses can be used to offset your net long-term capital gains.

Tuesday, November 10, 2015 6:05 am
By Jean Chatzky ·

Giving the gift of stocks or mutual funds is not only generous, it can be a good way to teach kids and young adults about saving and investing in the markets.

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