Retirement

The #1 Thing You Need to Be Successful in Life (That Nobody Talks About)

November 11, 2012

The world abounds with experts purporting to hold the “secret” to success (yes, pun intended for that horrible video The Secret). The thing is, it’s often tied to a gimmick or some program they want you to buy. The reality is that there is one single behavior that I’ve found is instrumental in EVERY aspect […]

Read the full article →

Can You Leave Your Kids Too Much Money?

October 21, 2012

Whitney Houston’s unexpected death has put a new subject into common financial discourse. She planned to leave her 19 year old daughter with $20 million. Houston’s mother and sister-in-law say that amount is simply too much; it won’t keep up with Houston’s “intent to provide long-term financial security and protection for her child.” At first, […]

Read the full article →

The 401(k) is a Beautiful Thing So Stop Bashing It

September 17, 2012

After the so-called “lost decade” and the Financial crash of 2008-2009, many people derided the 401(k) as a scammy money-grubbing employer tool that leaves employees ill-prepared for retirement. A “201(k)” became the running joke due to the losses we saw a few years back (which have since been regained and then some). Over the years, […]

Read the full article →

My Roth IRA: Beating the Market and a Look Under the Hood

August 8, 2012

I don’t do individual stock reviews and such these days since I’ve taken more of a passive/low-fee approach over the years compared to active stock-picking (hence my other site ETF Base which is focused solely on ETF investing and strategies). Anyway, what I set out to do years ago was to pick a basket of […]

Read the full article →

Tax Savings from Trusts

July 3, 2012

In a previous article I went over the very basic overview of what a trust is, and why trusts are used in estate planning. Now let’s focus on something else: tax savings from a trust. Saving on Taxes with Trusts US citizens have an estate tax exemption just for living and breathing. This estate tax […]

Read the full article →

How Trusts Work – Estate Planning 101

June 25, 2012

Trusts are not just for wealthy people. A trust is a way to distribute funds to any cause or group with any conditions you choose without requiring your own active participation. Thus, trusts have become a popular way to leave funds to family members after the death of the grantor. Trust fund 101 Each trust […]

Read the full article →

← Previous Entries

Next Entries →