With or without the estate tax, it addresses several key priorities. Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the need for life insurance in estate planning. Why? The reasons are numerous. You can use life insurance proceeds to equalize inheritances. If sizable, illiquid […]
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A review of some options for federal and private loans. Are you dealing with student loan debt? Have you explored ways to try and restructure it or have it forgiven? No one wants to carry five figures of education debt into middle age or retirement, but some do. The burden is not just financial. Last […]
This year, we have seen the downside of bitcoin & other altcoins. Bitcoin. Ethereum. Litecoin. Ripple. Ether. As 2017 ended, the prices of these cybercurrencies were soaring. In early 2018, they have plummeted. Opportunistic investors have been left to wonder: Are these digital currencies really the next big thing, or the scariest investment around? The […]
Working longer might work out well for you. Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing more of your pay than you currently do, or you could work longer so you have fewer years of retirement to […]
In monitoring your Social Security profile, you may help to thwart fraud. Could your personal information soon be stolen? The possibility cannot be dismissed. Sensitive financial and medical data pertaining to your life may not be as safe as you think, and thieves may turn to a vast resource to try and mine it – […]
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CB: PLENTY OF CONFIDENCE IN THE ECONOMY The Conference Board’s monthly consumer confidence index soared to 130.8 in February – the highest reading seen since November 2000. In January, the gauge was at 124.3. (In the middle of the Great Recession, the index hovered near 25.)1 SOLID READINGS ON SOME KEY INDICATORS Further fundamental economic […]
The case for clean eating – will it help us live better and longer? Or are its virtues overblown? 50%, 15%, 5% – Some households manage their finances according to those percentages. Leaner may mean smarter – recent studies find that slimming down may be good for your brain. Recipe of the month – breakfast […]
FEWER HOMES ARE SELLING Demand is high, prices are high, and inventory is slim. In view of these factors, the 4.8% year-over-year fall for existing home sales just reported by the National Association of Realtors is not surprising. It represents the largest annual decline seen since August 2014. Other January NAR data showed homebuying down […]
INFLATION SUDDENLY INTENSIFIES The Consumer Price Index rose 0.5% in January, its greatest month-over-month advance since January 2017. Core inflation (minus food and energy prices) increased 0.3%, marking the largest monthly gain in almost 13 years.1 RETAIL SALES PACE SLOWS Contradicting perceptions that the economy might be overheating, retail purchases fell 0.3% in January. Minus […]
Last Monday’s plunge was hardly the disaster that some media outlets claimed. On February 5, the Dow Jones Industrial Average took an unprecedented fall. The benchmark dropped 1,175 points, and it was down 1,500 points at one moment during the trading day.1,2 Monday’s Dow loss was severe, but not as catastrophic as certain headlines trumpeted. […]
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