YOUR MONEY RADIO SHOW
Your money. Your questions.
If you’re looking for the latest stock tip, look elsewhere. Here, you’ll find sound strategies based on financial principles that you can apply to your life. This isn’t about financial jargon and trendy gimmicks, this is about you. So listen, learn, and ask questions of your own. After all, it’s your money.
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Blog
If you’re thinking about gifting assets to loved ones this holiday season, you should know that there are a few ways to do it—and a few restrictions, if you want to do it in a tax-smart manner.
Blog
“Save 10% of your salary each year, and you will retire successfully.”
That’s the advice that many of us have heard for years. But is telling everyone to save the same percentage a good strategy?
While 10% is often thought to be a good number to save, the average American is not saving anywhere near that much. To make matters worse, saving 10% might not be enough.
Blog
“When claiming my pension benefits, should I claim a spousal benefit, or should I take the single-life option and purchase a life insurance policy to protect my spouse if I die first?”
It’s a question we’ve heard a lot over the years, and it’s a question one of our listeners posed on the radio several weeks ago. It’s such a great question that we wanted to cover it in our column this week.
Blog
When constructing a portfolio, a frequent goal is to obtain the greatest long-term returns with the least amount of risk. The only problem is that these two goals often contradict each other.
Blog
Perhaps the most confusing element in a financial plan is the estate plan. From the complex legal documents to the challenges of maximizing the legacy left to your heirs, it can be hard for many people to fully wrap their heads around what’s needed in their estate plan.