An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best,
The S&P 500 represents a large portion of the value of the U.S. equity market Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets?1 The S&P 500 is ubiquitous. It is constantly referenced in financial and non-financial media,
Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1 It is very rare for the I.R.S. to make the first
As you reduce your liabilities, embrace the behaviors that may improve your balance sheet. Paying off a major debt produces a sense of relief. You can celebrate a financial milestone; you can “pay yourself first” to greater degree and direct more money toward your dreams and your financial future rather than your creditors. Once you
Before 2018, you could partly or fully deduct investment advisory fees on your federal income tax return. When the Tax Cuts and Jobs Act was passed, however, the miscellaneous itemized deduction for investment fees and expenses vanished.1 This deduction seldom mattered for taxpayers in the highest brackets, as they could only deduct miscellaneous
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