6/17 Weekly Update
Economic headlines & outlook as well as weekly financial tip, quote & riddle - see if you can figure it out...
Living Longer - June "Outside the Box"
Ever wonder if there is a secret to happiness? Dan Buettner is a longevity expert who has long studied what it takes to live to be 100. Not surprisingly, he’s found that...
Weekly Economic Video Update for 6/10/13
Last week's news, interesting factoid about interest rates, what I'm watching this week...
Could the Bulls Still Run Without the Fed?
If the central bank ceased easing, could stocks continue their ascent?
Weekly Economic Video Update for 6/3
Update on Medicare's Long Term Health, Housing up 11%, S&P500 Notches 7-month Winning Streak, What to Watch this Week, more...
Understanding the Gift Tax Exclusion
Most will never face taxes related to money or assets given away.
Weekly Economic Video Update for 5/28/2013
Housing Data, Fed on Tapering QE3, Market Milestones, more...
Charitable IRA Gift
In 2013, you can once again donate up to $100k to a charity tax-free. The possible benefits are threefold...
Filial Support Laws
Ever hear of “filial piety”? How about “filial support”? Some attorneys and retirement planners are wondering if more nursing homes will use these laws to force adult children to pay their parents’ long term care bills...
What Happened to "Sell in May"??
An old belief has lingered on Wall Street for years – the belief that investors should get out of stocks in May and get back into stocks in October. But here we are in May – and while...
5/20/13 Weekly Economic Video Update
3 More Positive Signs for the Economy, Subdued Inflation, Bulls Keep Running, other headlines...
7 Retirement Assumptions to Reassess
What makes financial sense for some may not make sense for you.
5/13/2013 Weekly Economic Video Update
A look at earnings season, what the Fed is doing to ramp up financial scrutiny, more...
When Will the Easing End?
In its May 1 policy announcement, the Federal Reserve reaffirmed its commitment to its current stimulus campaign, or QE3 – its monthly purchase of $85 billion in bonds.
QE3 has undeniably boosted the stock market and assisted the real estate recovery. Yet at some point, the Fed will decide to let the economy stand on its own and stop its aggressive easing of monetary policy. Wall Street is beginning to wonder how and when that will occur.
Setting Up Your Estate to Avoid Probate
Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees and court costs may eat up as much as 5% of a decedent’s accumulated assets. Think tens of thousands of dollars, perhaps more. So how you can exempt more of your assets from probate and its costs? Here are some ideas.
4/29/13 Weekly Economic Video Update
Here is this weeks update - take just a few minutes to stay up-to-date...
Ways the Middle Class Can Make a Difference for Charity
If you’re not yet a millionaire or simply a “millionaire next door,” yet want to give, consider the following options which may bring you immediate or future tax deductions.