New tax laws challenge the conventional wisdom about where to invest retirement savings. When it comes to Uncle Sam’s cut of your nest egg, you can pay now or later. Even recent tax legislation hasn’t altered that. What have changed…
Women have what it takes…
Women are living longer and enjoying more active senior years than ever before. However, just as this door to unprecedented liesure time is opening up, the traditional means of funding retirement – social security and pension plans – are becoming less able to meet retiree’s needs. Women still have what it takes to do what is necessary.
Women and Retirement – a tug-of-war?
If you’re a woman, chances are you face a tug-of-war of sorts when planning for retirement.
Am I prepared
Roughly 90% of all women will end up managing their finances alone at some point in their lives. Unfortunately, the first time that many women become involved with some financial matters is during a crises, such as a spouse’s death or divorce. We’ve prepared a list of thought-provoking questions.
Make Money in 2004
2003 has been a year of great growth for the economy and the markets, in stark contrast to 2002. How can you best take advantage of what we forecast for 2004?
Holiday Gift Ideas
If you plan to give assets to family members this holiday season, keep in mind the tax rules and loopholes that can guide your giving.
Why Dividends Matter
Dividend-paying stocks have appealed to investors since the beginning of equity investing. Historically investors judged a company’s dividend yield as a predicatable and tangible return compared with the uncertainties of earnings growth. Moreover, it used to be that investors could…
Fun Halloween Facts
Over 10% of all pet owners dress their pets in a Halloween costume and the number increases each year. A pumpkin is a fruit October 2002, at a pumpkin festival in Massachusetts, the heaviest pumpkin in the world tipped the…
Six Secrets to Smart Investing
1. Set Goals Determine how much you will need and when you will need it. Monitor your financial plan frequently and adjust as required, at least annually. 2. Start Now Take advantage of the “magic” of compounding. While you may…
Urban legends
Urban Legends persist long beyond their actual lifecycle. Perhaps this is also the case with the core CPI concept. Evidence over the past five years suggests that the calculation and the application of the core CPI need to be realigned.…