Which Financial Documents Should You Keep On File?
You might be surprised how many people have financial documents scattered all over the house. Here are some tips for organizing your financial documents.
July 24, 2017 Weekly Economic Update
By Friday’s closing bell, 20% of S&P 500 had reported calendar Q2 results, and 73% had beaten earnings-per-share forecasts.
Talking to Your Kids About Your Wealth
After your kids learn how wealthy you are, they may expect your money to play a financial part in their personal lives, especially in adolescence.
Saving More Money, Now & Later
You might be able to save more per month than you think. Hidden paths to greater savings can be found, and their potential might surprise you.
July 17, 2017 Weekly Economic Update
Friday, the Dow 30 notched its third straight record close: 21,637.74. At the same time, the S&P 500 also settled at a new record of 2,459.27.
July 2017 Retirement Insight
The CRR estimates that those who do balance a career and eldercare work 3-10 hours less a week and earn an average of 3% less than other working women.
Understanding the Gift Tax
“How can I avoid the federal gift tax?” If this question is on your mind, the good news is that few taxpayers or estates will ever have to pay it.
Q2 2017 Quarterly Economic Update
After a remarkable first quarter, the stock market cooled off slightly in Q2 – but investors still saw substantial gains.
July 10, 2017 Weekly Economic Update
The Department of Labor announced some good news Friday: the creation of 222,000 net new jobs in June, the largest hiring gain in four months.
Japan & the European Union Forge a Major Trade Deal
The agreement will phase out E.U. import taxes on Japanese cars and trucks and Japanese tariffs of up to 30% on food exports coming from E.U. nations.
