I’m Getting Married. How Could Marriage Potentially Affect My Finances?

I'm Getting Married. How Could Marriage Potentially Affect My Finances?

Marriage affects your finances in many ways… Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. There are, however, two important caveats. First, same-sex marriages are recognized for federal income and estate tax reporting purposes. However, each state […]

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Market News: Feds Put a Hitch In Markets’ Giddy-Up

The Federal Reserve put a hitch in the markets’ giddy-up last week.

The Federal Reserve put a hitch in the markets’ giddy-up last week. It wasn’t the Fed’s second interest rate hike in a decade that caused markets to stumble. December’s rate hike was old news before it happened. In mid-December, Reuters reported Fed funds futures indicated there was a 97 percent probability the Fed would raise […]

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Is There Insurance That Will Cover Care for Alzheimer’s Disease?

Is There Insurance That Will Cover Care for Alzheimer's Disease?

Five million Americans Living with Alzheimer’s The Alzheimer’s Association estimates that as many as five million Americans are living with the disease, while many more confront other forms of dementia. These sufferers require intensive around-the-clock care and supervision, often for years. This makes dementia one of the most costly chronic conditions to address and as […]

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Market News: Investors Enthusiasm for U.S. Stocks

Investor enthusiasm

Investor Enthusiasm This Holiday Season Dad: “Fra-gee-lay” …it must be Italian! Mom: I think that says “fragile,” honey. Dad: Oh, yeah. This holiday season, investors’ enthusiasm for U.S. stocks has rivaled old man Parker’s passion for his major-award leg lamp in ‘A Christmas Story.’ Last week, three major U.S. indices hit all-time highs. Barron’s reported […]

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When Should You Collect Social Security?

When Should You Collect Social Security?

U.S. workers can begin collecting Social Security as early as age 62 and as late as age 70 A growing number of Americans have been forced to delay their planned retirement date due to job and savings losses suffered during the past five years. According to a survey, 40% of U.S. workers said they have […]

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Market News: Flirting With Higher Interest Rates

Flirting with higher interest rates.

Some Suspect the Bonds Bull Market Heading Into Bear Territory Last week, yields on 10-year Treasury bonds rose to a 17-month high of 2.44 percent, reported The Wall Street Journal, before retreating to finish the week at about 2.4 percent. As we’ve mentioned previously, some experts suspect the bull market in bonds, which has persisted […]

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The Lowdown on Robo-Advisors

Lowdown on Robp-Advisors

Robo-Investing and Robo-Advice Gaining Momentum The trend toward online investing and advisory services, also known as robo-investing and robo-advice is gaining momentum, but industry participants are struggling to get a handle on how retail investors view and/or use robo-services to conduct their financial affairs. Studies Abound Recent research conducted by major asset management firms has […]

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Investors Indulged, Appetite for Risk Last Week

used-ccg-cc-investors-indulge-in-risk

Overeating and Investors Indulged Appetites Last Week It’s a myth! According to WebMD, the amino acid L-Tryptophan is not responsible for Americans’ post-Thanksgiving food coma. The real culprit is overeating. So, last week’s post-feast sleepiness can be blamed on big appetites. Investors also indulged their appetite for risk last week. Barron’s reported: “…the stock market […]

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