Even if you've always handled your family's finances, you may be overwhelmed by the number of financial matters you have to settle in the weeks or months following your spouse's death. While you can put off some of these tasks, others require immediate attention.
Although we are all obligated to pay our fair share of taxes, few of us would be pleased to pay taxes unnecessarily. Because taxes lower the actual return on your investments, you should be interested in legitimate ways to minimize taxes on your investment portfolio.
Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to improve your fiscal health? Here are 12 financial resolutions to consider.
We hope you had a wonderful Thanksgiving and had the opportunity to spend time with family and friends. One thing for all of us to be thankful for is the recent rally in stocks. The S&P 500 was up about 5.4% for November, and is now up about 13.8% for the quarter. While this improvement is encouraging, we still have a long way to go as the index is still down approximately
Cleaning up personal finances remains one of the top resolutions every New Year. But we all know what happens to most such self-promises, so here’s a month-by-month to-do list to help cultivate better financial health.
Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits simultaneously. Whether you’re new to charitable giving or a veteran, there are several strategies you should keep in mind.
If you struggle to find a gift for the person who has everything—or want to do your holiday shopping without having to leave the house—consider giving stock as a gift. Doing so is easier than you think, and it may offer a few benefits for you as well. Here is some information on giving stock as gifts and the benefits of doing so.
If you ask someone their favorite part of the holiday season, giving or receiving gifts will likely be their response nine times out of ten. Gift-giving is a huge part of the holidays—it’s why there are entire days dedicated to shopping leading up to the season.
The end of the year is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming.
There’s no question that November and December are the biggest times of year for shopping. But this year, it’s more important than ever to shop small and benefit your community.
Supporting local businesses means you’re supporting your friends and neighbors. And you’re likely to find unique items in mom-and-pop shops that you can’t find anywhere else.
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