Tag: Financial planners
Here’s how to pick the best charitable giving strategy
Catherine Mcqueen | Moment | Getty ImagesIt's easy to transfer cash when a charity pulls at your heartstrings. But other giving strategies may provide [...]
What the inverted yield curve means for your portfolio
Morsa Images | E+ | Getty ImagesAs investors digest another 0.75 percentage point interest rate hike by the Federal Reserve, government bonds may be s [...]
The extended tax deadline is Oct. 17. Here’s what filers need to know
Cecilie Arcurs | Getty ImagesThere's about one month until the Oct. 17 tax deadline extension, and experts say filers need to prepare, especially for [...]
Pro athletes Isaiah Thomas and Dexter Fowler dish about top money tips
Malerapaso | Istock | Getty ImagesHUNTINGTON BEACH, Calif. — Professional athletes are faced with a difficult task early in their careers — learning t [...]
How much cash you need in an emergency fund at every career stage
Nirunya Juntoomma | Istock | Getty ImagesIf you're feeling unsteady amid stock market volatility, high inflation and rising interest rates, you may wo [...]
Despite recession fears, most investors haven’t shifted 401(k) assets
Morsa Images | E+ | Getty ImagesMany investors worry a recession is coming amid rising interest rates, high inflation and stock market volatility. But [...]
Do you make too much for student loan forgiveness? Here’s what to know
If you're one of the millions of Americans with student loans, President Joe Biden's forgiveness plan may be welcome relief.However, there are some ke [...]
IRS interest jumps on Oct. 1. How much you’ll get for a missing refund
How to calculate your interestThe interest is an annual rate compounded daily, meaning you divide the 6% rate by 365, explained Tommy Lucas, a certifi [...]
Investors are piling into junk bonds. What to know before buying
Investors have been pouring money into high-yield bonds, which typically pay more interest for taking on greater risk. But these investments are also [...]
Climate change is making some homes too costly to insure
Firefighters pull up to a burning house during the Kincade fire in Healdsburg, California, on Oct. 27, 2019.Josh Edelson | Afp | Getty ImagesAs climat [...]
Employee stock purchase plans may be risky. What to know
How employee stock purchase plans worksTypically offered to all employees, ESPPs may allow you to purchase company stock at a discount of up to 15%, c [...]
Advisors turn to alternative investments to further diversify clients
Marko Geber | DigitalVision | Getty ImagesAfter battling downturns in the stock and bond markets, more financial advisors looking to further diversify [...]
Before you ‘chase dividends,’ here’s what to know
With increased fears of a possible recession, investors seeking steady income may turn to stocks paying quarterly dividends, which are part of company [...]
Why inflation is less likely to hurt retirees
Inflation has continued to rise, but some retirees won't feel the brunt of many soaring costs, experts say.Annual inflation jumped by 9.1% in June, gr [...]
These 4 mid-year tax strategies can trim next year’s bill from the IRS
seksan Mongkhonkhamsao | Moment | Getty Images1. Review tax withholdingsWhen starting a new job, you fill out Form W-4, covering how much your employe [...]