The Pros and Cons of Short-Term Health Insurance Plans

The Trump administration just made it easier to buy short-term health plans. Here's what you need to know.These short-term plans are much cheaper than plans that comply with the Affordable Care Act, although they often cover far less.A cheaper plan may...

Everything single parents need to know about life insurance

Even though it might be hard sometimes to picture your young children as independent adults, you hope to live long enough to see that day. Life insurance provides a financial safety net in case you don’t. It’s an important financial tool for virtually all...

Millennials Are Helping Their Boomer Parents Manage Finances

You could call it reciprocal personal finance mentoring Since millennials (men and women age 22 to 37) are just getting started managing their money and launching their careers, many of their boomer parents are giving them financial advice. But here’s a...

How To Streamline Your Work Day as a Business Owner

While being a business owner can be very rewarding, it involves huge responsibility – juggling managing your staff and essential communications while you try to keep your eye on levels of productivity, growth and profit. This can leave you with little time...

How To Determine Your Net Worth

The list of financial health indicators is extensive. Credit scores and savings milestones and investment portfolios all work together to complete a portrait of your financial aptitude. But there’s another factor you should consider, too: net worth. Your...

Consumer confidence hits 18-year high

Confidence among American consumers rose in August to the highest level in nearly 18 years as their assessment of current conditions improved further and their expectations about the future rebounded. The Conference Board reported Tuesday that its consumer...

The Tale of the “Big One”

This young guy is Miles, my youngest grandson.  He’s five and starting Kindergarten this week.  Last Friday we went fishing. The older brother was already in school, so it was just us.  Miles caught a lot of small bream and sunfish and was having a great...

The Flattening of the Yield Curve

Why are investors and economists getting nervous about Treasury yields? What is the yield curve, and why is the financial media writing about it? Here is a brief explanation, starting with a clarification. A yield curve is really an X-Y graph projecting...

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible...

The Move Toward Fee-Based Advisory Accounts

Why financial professionals are changing their business models. A major shift has occurred in the financial world. More and more financial professionals have moved away from the industry’s traditional compensation model to a new one – in the eyes of many...

What Should You Keep?

Even with less itemizing, there are still tax documents you want to retain for years to come. Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need...

Bad Money Habits to Break

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns year after year. If you sometimes succumb to these financial tendencies, the New Year is as good an occasion as any to alter your behavior.  ...

TSP Withdrawal Options Are Changing

New rules could soon mean more flexibility. By 2020, federal employees with Thrift Savings Plan (TSP) accounts should have new withdrawal choices for their invested assets. New rules are scheduled to be implemented through the TSP Modernization Act,...

ARTICLE CATEGORIES