A Guide to Managing Your Finances with Accountability

For some people, managing money may feel like walking on a tightrope, juggling endless expenses. But with accountability, you can turn managing money into a positive endeavor.

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five most overlooked opportunities

Mobile applications have become ubiquitous. While many of these apps are games and social media platforms, an increasing number have been developed to help individuals with their personal finances.

The growth of exchange-traded funds (ETFs) has been explosive. In 2002, there were only 102; by 2020, there were over 7,000 investing in a wide range of stocks, bonds, and other securities and instruments.

One reality of life is that risk is ever present. It exists in our commute to work, in our investment choices, and in our lifestyle decisions. Some risks can be transferred to an insurance company (e.g. auto or homeowners), while others we assume ourselves.

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, you see smoke coming from under your hood.

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held assumption about the relative safety of municipal bonds.

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels.

If you have multiple or only a few retirement ‘nest eggs,’ now is an excellent time for us to discuss how taxes will impact you this year or in the future.

Fixed income is something many investors don’t understand, according to the 2019 survey, “Fixed Income, Not Fixed Thinking,” by BNY Mellon Investment Management, one of the largest asset managers in the world.

Retirement can be risky business http://www.investopedia.com/articles/retirement/08/post-retirement-risks-outlive-assets.asp if you don’t consider all the factors that can impact your retirement during your planning process.

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.