When you think about it, New Year's financial resolutions may be easier to keep than losing weight or quitting that smoking habit. According to a study by Fidelity Investments, 62...
With the end of the year being synonymous with the "fiscal cliff," year-end tax planning has gotten a bit more complicated. However, there are still tried and true year-end moves...
While "fiscal cliff" negotiations are throwing a wrench into everybody's year-end financial planning, please don't throw up your hands and do nothing! My last two columns of the year will...
The fiscal cliff is now front and center in the national consciousness, and with Thanksgiving behind us, the time is right to help you further understand what is at stake...
It's that time of year and in addition to giving thanks for the big stuff -- health, loving mate, wonderful family, great country -- it's appropriate to express thanks for...
The Federal Reserve recently announced that it would engage in its third round of "quantitative easing" by purchasing $40 billion per month of mortgage-backed securities to spur economic growth and...
A recent report from the Securities Exchange Commission and the Library of Congress found that "low levels of investor literacy have serious implications for the ability of broad segments of...
"Investors have a weak grasp of elementary financial concepts," according to a new report from the Securities Exchange Commission and the Library of Congress that underscores the poor state of...
What's better: a CFP or a CPA-PFS? What's the difference between a fee-based financial adviser and a fee-only one? Being a consumer of financial services these days can be maddening....
After two recent columns on annuities, you may be thinking, "Why another one?" Given the large number of reader responses that flowed into my inbox, it looks like annuities need...