Financial consulting

Personal Finance

Families get these 3 things wrong about estate planning, advisor says

[ad_1] In the wake of the pandemic, there’s one topic that’s suddenly a lot less taboo, according to Lee Baker,…

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Personal Finance

Employers can use this retirement perk as a ‘stepping stone’ to a 401(k), says advisor

[ad_1] Visualspace | E+ | Getty Images Small business owners today may feel they’re getting pulled in two directions: stuck…

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Personal Finance

A simple rule can help you build a savings habit, says advisor: ‘Do it no matter what’

[ad_1] Ippei Naoi | Moment | Getty Images Budgeting and saving money may seem challenging — but the 50-30-20 rule…

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Personal Finance

Op-ed: Investors need to wait it out before snatching up software stocks

[ad_1] Luis Alvarez | Digitalvision | Getty Images Every investor looks to buy low and sell high, which sounds simple…

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Business

Powerball’s jackpot is now $420 million and Mega Millions’ top prize is $494 million. Here’s how to handle a huge windfall

[ad_1] mphillips007 | iStock Unreleased | Getty Images There’s a whole lot of money up for grabs this week in…

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Business

These are the best ways to give to charity for the ‘vast majority of people.’ Here’s how to pick the most tax-efficient strategy

[ad_1] Catherine Mcqueen | Moment | Getty Images It’s easy to transfer cash when a charity pulls at your heartstrings.…

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Business

Best offense is defense? This sophisticated market play helps investors protect themselves from dramatic lows

[ad_1] It’s a class of exchange-traded funds designed to prevent your portfolio from hitting dramatic lows — but it may…

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Personal Finance

Want to lower next year’s tax bill? Boost your 401(k) contributions

[ad_1] Whether you got a refund or owed money this tax season, it’s never too soon to start thinking about…

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