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Many investment professionals, including Warren Buffett, advise investors to buy and hold a diversified portfolio of stocks ... and hold and hold. But with today's record-long bull market, maybe it's time to try tactical asset management instead.
See More On: Financial Planning | Markets | Saving for Retirement
Tick, tick, tick. That's the tax time bomb on your 401(k) and IRA, quietly counting down. Here's how to defuse this explosive situation.
See More On: 401(k)s | Financial Planning | Making Your Money Last
When shopping for investments, you want to choose from the best options possible, but behind-the-scenes deals could be limiting your choices and driving up your costs.
See More On: Saving for Retirement | Financial Planning | Wealth Management
Setting up joint accounts between parents and children may seem like an effective way to prepare in case of emergency or if people need help with finances as they get older, but it can cause some big tax and estate problems. Here's a dual strategy to consider instead.
See More On: Estate Planning | Banking | Caregiving
Imagine you missed out on an opportunity of a lifetime because of something you just discovered that your mother did years before. Could you challenge her estate to get what you feel you deserve?
See More On: Estate Planning | Family Finances | Wealth Management
Before you go out and buy a snazzy new car or a 52-inch TV, read this. Research shows there may be something else to splurge on that'll make you so much happier.
See More On: Smart Buying | Investor Psychology | Leisure Spending
The conditions are looking increasingly favorable for a hurricane of a stock market correction to form. Luckily, like with most hurricanes, investors have time to prepare.
See More On: Saving for Retirement | Financial Planning | Markets
Your worst risk may also be your biggest blessing: a long life. Take some steps now to make sure you will have the income you need to last a lifetime.
See More On: Annuities | Financial Planning | Making Your Money Last
Investors need to bring their hopes back down to earth and possibly tweak their portfolios, because returns in the next decade may be less than stellar.
Did you know there's an actual equation to figure out this crucial piece of the retirement puzzle? Find out how to do the math yourself to get a general idea of what to shoot for.
See More On: Saving for Retirement | Budgeting | Financial Planning
If you are between the ages of 60 and 70, the time could be right to pump some money out of big, fat 401(k)s and traditional IRAs into tax-free Roth accounts.
See More On: Roth IRAs | Financial Planning | IRAs
As far as investment portfolios go, cash doesn't get the respect it deserves. It should be valued as a star player on your retirement plan.
Honesty, respect and money are concepts that go hand in hand. To spark productive conversations about ethics with your children and grandchildren, try these two car games.
See More On: Family Finances | Financial Planning
Holding property for too long is a mistake many investors make. On the other hand, rushing to buy a property to comply with 1031 rules can be a bigger problem. Sometimes it's better to take the tax bite than rush into a bad deal.
See More On: Tax Planning | Buying & Selling a Home | Financial Planning
Those investing in real estate have to be prepared for the baggage that comes with it. If you'd rather not bother, there are two investment opportunities that offer the benefits without the baggage: REITs and limited partnerships.
See More On: REITs | Buying & Selling a Home | Financial Planning
Splitting up money is easy. Splitting up an antique car or a vacation home isn't. And unless you plan ahead by answering these three questions, your family could be in for some strife.
See More On: Estate Planning | Family Finances | Saving for Retirement
Annuities can be a valuable tool in your retirement arsenal, IF you choose wisely and use them in the right way.