The end of the year is a great time to take some action to reduce you taxes for 2013.  The following article has some good ideas for you...

With the end of the year quickly approaching, you are probably focused on finalizing travel plans and squeezing in last-minute holiday...

In a recent Barron’s article titled, “Where the Smart Money is Headed,” reporter Beverly Goodman highlights mutual fund manager...

An interesting perspective from Rick Kahler. Full Disclosure:  I like REITS. Steve ======================= Want a good way to build...

This post comes from Dave Bernard at partner site U.S. News & World Report. U.S. News & World Report on MSN MoneyThe magical age 65 that...

I\’ll break this to you gently: You\’re probably not going to end up filthy rich. Only about 80,000 U.S. households (out of 115 million)...

This is a very interesting article by Laurence Kotlikoff – about the economic value of a college education.  It is only one scenario –...

Lost in the hoopla over the government shutdown, defunding Obamacare, and raising the debt ceiling are some proposals contained in...

Are you in denial about your older clients’ mortgage debt? Pre-retired households are carrying larger mortgages in the wake of the...

The following article by Jim Parker, includes some very interesting insights on investing in Emerging Markets.  I recommend that everyone...

Photo Gallery: Ten Low-Cost “Little Things” To Elevate Your Service | WealthManagement.com.

This is a powerful article.  I have been watching this for about 8 years and the results are consistent. I hope you find it valuable....

Think managing your finances has to be complicated? Wonkblog contributor and UC Chicago social scientist Harold Pollack doesn’t. After a...

If this impacts you, this is worth reading. Steve ============================================= The opening date is October 1. By then,...

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Charitable contributions made to qualified organizations may help lower your tax bill. The IRS has put together the following eight tips...

Some wine investment funds have taken a hit in recent years as top-tier Burgundies and Bordeaux have slid down in value but wine funds...

Once you hit age 62, what’s an investment class that can give you a high guaranteed return with almost no risk? Bonds? Equities?...

Money Watch If you’re like most investors you’re highly averse to the risk of large losses. That risk aversion leads investors to demand...

Over my roughly 300-year career observing the financial services world, I’ve discovered that the very best advice about succeeding in...