What you need to know about portability
One of the great challenges in financial planning is figuring out how to transfer wealth from one generation to the next...
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Family communication helps aging parents
Helping aging parents manage their financial lives can be challenging. Family dynamics and legal constraints can make...
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Am I financially prepared for retirement?
Q: I am 67 years old and I am finally getting ready to retire. I have been pretty good about saving money in my IRA and...
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Watch out for fund expenses
I love mutual funds. My wife says I sound like a total investment nerd when I talk this way, but I say it without shame...
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What does PG&E’s bankruptcy mean to investors?
Q: When my mother died, I inherited several hundred shares of Pacific Gas & Electric stock, which she had inherited from...
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Which are better: ETF’s or Mutual Funds?
Q: I am mostly invested in mutual funds, but my friend says I should use exchange-traded funds instead because they have...
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Avoid the $250,000 station wagon syndrome with your stock options
Don't get caught up in the emotional turmoil of stock options
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Making sense of mutual fund share classes
Q: I’ve noticed that several of my mutual funds have different share classes. I own A shares, but I see that my funds...
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6 Resolutions for the New Year
The New Year is traditionally a time for new beginnings and course corrections. If your financial life isn’t keeping up...
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Time for an IRA checkup
Individual Retirement Arrangements, or IRAs, are a great way to save for retirement. Unfortunately, many IRA account...
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The fine art of charitable giving
Giving effectively to charity is one of the most rewarding aspects of learning how to manage wealth. It is also an area...
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Five last-minute tax questions
When it comes to minimizing taxes, it is good to leave no stone unturned. Here are five questions to ask yourself as we...
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