Steps to take after the recent stock market correction
How Your Taxes Will Change for 2018
New Tax Law Affects 2018 Returns
Doing Good With Your Investment Dollars
Prioritize Your Investments To Support Your Situation
A Dollar Is Rarely Worth a Dollar
Spending Money Depends Upon Your Perception of the Dollar
Use the Calm to Prepare for the Bear
Use this time of smooth and positive stock market returns to prepare for an eventual bear market.
Are You Invested Wisely? Imagine the Worst.
You want to settle upon a target investment allocation that under dire circumstances you would not abandon. All of the formulaic approaches may be pointing toward 70 percent in equities, but it’s not the right answer if that level of risk in a very poor market would cause you to sell. That one poor decision could delay retirement by years.
Here’s my shortlist for the best and worst in personal finance for 2012
The best and worst in Personal Finance for 2012: mortgages, retirement, and fiscal cliffs.
What this Election Means for Your Wallet
The Election and Your Finances
Taxing changes for next year
While we prefer to look at client tax situations before the snow falls, in 2012, like many recent years, it may pay to wait until early December to make significant tax moves. But it still makes sense now to be aware of the likely changes and take steps to limit what you’ll owe in April.
Fighting the herd mentality
Going with the herd can hurt you when plunging into a sure-fire investment winner (greed) or fleeing the ongoing collapse of another (fear). A herd mentality can trample your financial future.