With oil prices recently falling to post-recession lows, not many investors are looking for the best way to get into the energy sector, yet there are some interesting possibilities for those who want to go against the herd.
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If you hate talking about your finances, you are not alone. When family relationships are added to the mix, it is hardly surprising that many people are quick to push discussions about financial topics to the bottom of their to-do lists. But a family meeting can provide family members a forum in which to start these difficult conversations.
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If you have seen the television show “Shark Tank,” you have probably heard this question: “How do people actually value a professional business?” Many factors go into a valuation, and “Mr. Wonderful” does not always have the right answer.
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If you have seen the television show “Shark Tank,” you have probably heard this question: “How do people actually value a professional business?” Many factors go into a valuation, and “Mr. Wonderful” does not always have the right answer.
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It’s as true in investment planning as it is in physics: What goes up must come down. For fixed-income investors, …
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Self-employed individuals have to juggle the many responsibilities that come with being their own bosses. Planning for retirement can get …
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Flight Attendant’s Argument Doesn’t Fly. A Hong Kong-based flight attendant cannot claim favorable foreign-source tax treatment for income she earns …
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In Washington’s current hyper-partisan climate, a law with strong bipartisan support is worthy of notice. Yet one such law, which had the further distinction of creating a new financial planning option for individuals with disabilities and their families, may have flown under your radar as 2014 wound to a close.
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Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as …
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Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part …
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