Stocks of large companies with faster-than-average earnings growth are the best bets for 2018, says J.P. Morgan’s Samantha Azzarello.
5 Great REITs to Buy Now
In a field facing challenges, these five stand out.
Prepare for a Mild Pullback in Bonds
There’s more to this picture than the direction of interest rates.
Pimco Income Has a Playbook for Rising Interest Rates
Pimco’s managers have tremendous latitude to invest wherever the yield is.
James Glassman's 10 Stock Picks for 2018
Columnist James K. Glassman consults with experts from top funds and firms to identify 10 stocks to that should outperform the S&P 500.
Where to Invest in 2018
As the bull climbs on and optimism rises, this market is getting closer to its peak.
Review Your Portfolio in 3 Easy Steps
The New Year is the perfect time to make sure your investments are on the right track.
How I can Afford Semi-Retirement at Age 56
When you’ve got a novel to write, but still have bills to pay, well-timed stock sales can help keep the balance.
Are You Brave Enough to 'Financially Disrobe' in Front of an Adviser?
That’s what it could feel like for some folks, and it could stop them from seeking retirement help. Financial advisers need to put themselves in…
A Tax-Smart Way to Get Income
By using IRA or 401(k) money to buy a longevity annuity, you can reduce RMDs and get income for life.
4 Tips to Build a Better 401(k)
Keys to getting the most out of your plan.
Making Changes After a Medicare High-Income Surcharge
Surcharge is based on your last tax return on file.
How to Motivate Workers to Save More for Retirement
Strategies to encourage employees to build a brighter future.
Your State Tax Bill May Go Up in 2018
States are searching for ways to close yawning deficits. But there’s good news: Estate taxes are on their death bed.
Expect Higher Rates for Home Insurance Losses
Losses in states hard hit by natural disasters are pushing up premiums.
How 401(k) Plans Changed the Way Americans Save for Retirement
Happy birthday, 401(k)! A few lines in the tax code 40 years ago dramatically changed the way Americans save for retirement.
Are Incentives to Lure New Businesses Fair to Current Employers?
Job growth and spending at an existing firm should be worth just as much in incentives as new jobs and capital investment brought in from…
Pay Less to Get Fit
You’ll feel even better about working to improve your health if you’re doing so for free.
How Much Families Can Contribute to a Health Savings Account
You and a spouse can contribute a total of $6,900 to an HSA in 2018, plus a catch-up contribution if you’re 55 or older. And…
17 Red Flags for IRS Auditors
Ever wonder why some tax returns are eyeballed by the Internal Revenue Service while most are ignored? Short on personnel and funding, the IRS audited…
18 Nice-Try Tax Breaks Rejected by the IRS
Over the years, taxpayers have concocted a lot of zany arguments to justify their tax breaks. We’ve come up with 18 of the most creative…
Last Call for Electric-Car Tax Credit?
Congress is considering pulling the plug on a lucrative tax credit for buyers of electric cars and plug-in hybrids.
Estate Planning Pitfall – You’re retiring to a foreign country
If plans call to relocate to another country after retirement, be aware that they may be tarnished if a person doesn’t look into all potential…
Proposed Federal Estate & Gift Tax Reform – What You Need To Know Now
The U.S. House of Representatives and the U.S. Senate have now passed separate versions of the “Tax Cuts and Jobs Act.” The proposals that are…
Saving for Retirement as a Single Parent
To do the right thing for your kids, you need to do the right thing for yourself as well. While it’s not easy, you can…
Defuse the Tax Bomb That Threatens Retirement
If a large part of your retirement savings is in an IRA or a 401(k), you could be facing a significant tax bill in the…
Know Thy Tax Brackets — and How to Manage Them
To keep a lid on your tax liability, check where you are on the income tax bracket spectrum. If you’re on the brink of bumping…
The Potential Tax Hit When High Earners Convert to a Roth IRA
High earners using a “backdoor” strategy to open a Roth IRA can trigger taxes if they own other IRAs.
13 Financial Steps to Take Before Retiring Abroad
Get your house in order in the U.S. before looking for a home overseas.
Last Call for Deducting Roth IRA Losses?
A provision tucked into the Senate tax overhaul bill would kill a little-used but potentially valuable write-off. If you’re sitting on a loss in your…
Year end is an ideal time to review your estate plan
As of this writing, it’s still anybody’s guess as to whether Congress will enact major tax reform legislation affecting federal gift and estate taxes. This…
Do Not Let Money Ruin Your Marriage
We all bring our own attitudes about spending, saving and sharing into our relationships. Some styles work great together, and others are destined for disaster.…
3 Reasons Why Paying for Retirement Advice Makes Sense
Of course they’ll help you with your investments and a plan, but there’s one often-overlooked thing good financial advisers do that can be even more…
18 Best Retirement Stocks to Buy in 2018
Building a dependable portfolio of retirement stocks isn’t easy in today’s world of historically low interest rates and record-high stock prices. The 2.4% yield offered…
How to Find Your New Identity After Retirement
Here are some ways to make the transition to your new life smoother.
8 Stocks to Buy for 2018
If this bull market survives beyond August, it will be the longest-running bull ever. And yet, there’s reason to believe it still has has some…
5 Stocks to Sell for 2018
Recommending stocks to sell in a hot market is begging to be humbled. Even when a company disappoints investors, a “buy the dip” mentality can…
Apple (AAPL): A Value That Goes Beyond iPhones
Apple’s stock has a lot more going for it than just the hit iPhone X, and the market has yet to fully appreciate it.
Doctors Who Disobey Health Care Agents in California May Be Liable for Elder Abuse
A recent California appellate case, Stewart v. Superior Court (2017) 16 Cal.App.5th 87, validates the primacy of medical powers of attorney and (as they are…
The Dangers and Pitfalls of Transfer On Death and Payable On Death Accounts
Many commentators and clients today voice a concern with avoiding probate. While this blog is not intended to address the desire or merit in avoiding…
Addressing intellectual property requires careful estate planning
Intellectual property (IP), such as copyrights and patents, can hold enormous value. Whether IP rights are a significant source of wealth or only a small…
Now More than Ever, It's Time to Diversify
As much as it might pain you to move out of some hot investments for some less exciting ones, if you’re near retirement, that’s exactly…
5 Things to Consider Before Signing Up for Social Security
Maximizing your Social Security benefits takes thoughtful planning, discipline and, for many, the ability to wait a few years.
Investors, Find Bargains Overseas in 2018
Time to check your allocations. The bull run in the U.S. means the better valuations are abroad.
Should You Be Tempted to Invest in Bitcoin?
The recent eye-popping gains in the cryptocurrency are hard to ignore, but the proposition may not be as sexy as it sounds.
The 4 Best Bond Funds for Retirement Savers in 2018
Bonds are for ballast, not big returns. Plus: Retirees should keep maturities short.
10 Best Stocks I Wish I Bought in 2017
Care to guess how many stocks have gained 30% or more so far in 2017? According to Finviz.com, out of 1,747 stocks with a market…
Holiday Disasters: What Does Homeowners Insurance Cover?
If you’ve ever watched “National Lampoon’s Christmas Vacation,” you probably laughed as one disaster after another wreaked havoc on the Griswold family’s holiday. Unfortunately, mishaps…
The 9 Best Stocks to Buy on the Dip
Don’t look now, but the S&P 500 is having its third-best year in the past decade, which is amazing when you consider we’ll be entering…
18 Best Stocks to Buy for 2018
If this bull market survives beyond August, it will be the longest bull market ever. And yet, there’s reason to believe it still has has…
When should you turn down an inheritance?
If a person expects to receive an inheritance from a family member, he or she might choose to use a qualified disclaimer to refuse the…
Trust and Estate Planning 2017 Year End Update
As we approach the end of the year, we thought you would find it useful to have the following summary of recent developments and updates…
Why Estate Planning Is Still, And More Important Under New Tax Law
After much wrangling and dealmaking, both houses of Congress have passed bills making substantial changes to federal tax law. Although it’s not entirely certain, it…
Planning for Retirement: Do You Have a Winning Hand?
People preparing for retirement could take a few lessons from expert card players to increase their chances at success.
Weigh Your Net Worth to Determine Your Financial Fitness
It may sound like something only the rich and famous might do, but everyone really should take a moment to calculate their own net worth.…
Keep Student Loans From Strangling Your Retirement Plans
Understand your options for handling student debt.
10 Stocks That Could Replace GE in the Dow
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House, Senate Tax Plans: How They Will Affect You
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Insight on Estate Planning – Year End 2017
In This Issue: – When should you turn down an inheritance? – Addressing intellectual property requires careful estate planning – Year end is an ideal…
Missing the trust issue: Litigators beware
In 2017, South Carolina’s Supreme Court decided The Protestant Episcopal Church in the Diocese of South Carolina [the “Disassociated Diocese”] v. The Protestant Episcopal Church…
Estate Tax Changes Past, Present, and Future
I. INTRODUCTION – This outline is a selective and evolving review of the history of the modern federal estate tax. It originated during the attempts…
North Carolina Adopts New Power of Attorney Statute
Effective January 1, 2018, North Carolina has a new power of attorney statute: the North Carolina version of the Uniform Power of Attorney Act. This…
Your Social Security Income Can Make or Break Your Plan – Don't Mess It Up
There are hundreds of claiming strategies for Social Security benefits, so do your research before you make your move.
Put Yourself on a Financial Diet Now for a Happier Retirement Later
Developing some healthy financial habits now can help set you up for a secure retirement. And it may even let you retire sooner than you…
How to Create a Secure, Easy-to-Remember Password
Forget sign-ons that look like hieroglyphics. You can beat hackers with simple words and phrases.
Fighting Financial Fraud and Identity Theft
Learn what it’s like on the front lines on our ride along with the scam police.
How to Tame Your Student Loans
Don’t let the burden bar you from saving for your future.
4 Ways to Thwart Elder Abuse
Being prime targets for scams, seniors need to be vigilant about protecting themselves.
Small-Business Success Story: Cops & Doughnuts
Nine policemen buy a doughnut shop and help revive their hometown’s main street.
Airline Rewards Cards Without the Fee
You can take advantage of new no-fee card offerings from Delta and United to buy plane tickets with miles or credits.
3 Ways to Beat the Crowds at Popular Travel Spots
Enjoy your vacation with the masses.
4 Steps to Avoiding Investment Scams
Be sure to invest safely.
5 Keys to Keeping Your Data Secure
Protect yourself from would-be identity thieves.
How to Be a Smarter Investor
Don’t overreact to new information, and don’t let your biases impair your decisions.
How to Shop for a Continuing Care Retirement Community
A continuing care retirement community will handle all your needs for the rest of your life — at a hefty price. Here’s how to shop…
5 Bargain Vacation Destinations Off the Beaten Path
We picked five destinations that are just as good as their pricey, crowded, touristy counterparts.
The 10 Biggest Stock Market Failures of 2017
The year isn’t over yet, but with just a little more than a month left before 2017 is in the rear-view mirror, where individual stocks…
The 15 All-Time Best-Selling Prescription Drugs
Most people may not know it, but only a handful out of every thousand drugs that begin development ever make it to the final stages…
College-Savings Plans Make It Easy to Give a Child the Gift of Tuition
Relatives can contribute to a child’s 529 college-savings plan, and in many cases they can get a tax deduction on their gift.
Find the Best College for You
Kiplinger’s College Finder helps you to identify the best college matches for you or your son or daughter.
Kiplinger's Best College Values
Compare the 100 top values in public colleges and universities, or create your own custom lists of individual colleges or schools from a particular state.
Are Your Social Media Accounts in Trusted Hands if You Die or Become Incapacitated?
All of us increasingly rely on online accounts and electronic devices. Many of us own assets that exist only in electronic book entry form or…
Disabled Veterans Property Tax Exemption Complicates Revocable Trust Planning
What does it mean to “own” something? Owning something means different things to different people. Owning something suggests a sense of full control over something.…
Roger Corman’s Sons Claim Their Mother is Abusing Him to Influence His Estate Plan
The two sons of legendary “B-Movie King” Roger Corman have made it clear through multiple lawsuits that they believe their parents are mismanaging trusts set…
The Tax Bill Cometh
It now seems more likely that a tax bill of some kind will be passed by Congress this year. One prominent DC tax lobbyist told…
Warning: A Retirement Hurricane Is Coming!
Getting ready for retirement is a lot like preparing for a major storm. If you are approaching retirement and clouds are on the horizon, you…
Don't Be Fooled: 6 Common Retirement Misconceptions
Conventional wisdom can steer retirement savers wrong. So, don’t just follow the standard financial advice: Challenge convention instead.
The 7 Best Stock Funds for Retirement Savers in 2018
If you choose active fund management, be prepared to be a patient stock investor.
10 Blockbuster Drugs of the Future
The pharmaceutical industry occasionally hits a home run by creating a drug that generates sales in excess of $1 billion per year – the watermark…
How a Will Treating Children Differently Can Still Be Fair
Dividing an estate unevenly is likely to result in hurt feelings at the least. But honest discussions ahead of time can solve many problems.
Plans for Uncertain Times
An introduction to the industrial certainty complex, a reminder to stay the course on investments and thoughts on retirement savings.
Death Is Inevitable. Financial Turmoil Afterward Isn’t.
Preparing for the death of a spouse or partner and its ramifications may be an unhappy task, but doing so can ease some avoidable financial…
Estate Planning Under the Tax Cuts and Jobs Act
If enacted, the Tax Cuts and Jobs Act could open up significant estate planning opportunities. The House bill doubles the exemptions from estate, gift and…
Don't Wait for Congress – Give Yourself a Tax Cut Now
Your 401(k) and traditional IRA may be saving you on taxes today, but you’ll owe taxes on them in the future. And who knows what…
Retirement Success Isn't About Net Worth, It's About Net Income
If you’re wondering if you have enough saved to retire, you won’t find the answer to that critical question on the bottom of your 401(k)…
8 Bitcoin Stocks That You Won't Lose Your Shirt Over
Bitcoin may not have the trust of Wall Street institutions just yet, but millennials are all in. Blockchain Capital recently conducted a study of 2,000 millennials (aged…
Tax Bill in Congress Threatens Retirement Savers
A major change could be coming to Roth IRA conversion rules, and the end of the year could be your deadline to capitalize.
How to Change Your Medicare Advantage Plan Outside of Open Enrollment
If you end up unhappy with the Medicare Advantage plan you signed up for, you may be able to switch before next year’s open enrollment.
FANG Stocks: Don't Fight Them – Own Them
This clique of tech stocks might seem expensive, but consider the alternatives
The Importance of Medical and Financial Powers of Attorney and Healthcare Directives for Young Adults: a Q&A with PK Law Estate Planning Attorney Cheryl Jones.
The Importance of Medical and Financial Powers of Attorney and Healthcare Directives for Young Adults: a Q&A with PK Law Estate Planning Attorney Cheryl Jones.…
Recent Cases of Interest to Fiduciaries
In the most recent installment of the McGuireWoods Fiduciary Advisory Services annual multipart series on recent fiduciary cases, developments in the law concerning various topics…
How to Steer Around the Fees of an Actively Managed Mutual Fund
Mutual funds that try to outperform the overall market tend to have to work hard, and thus they cost more than a vanilla index fund.…
The 7 Worst Stocks to Buy Now
“A rising tide lifts all boats” is a popular Wall Street saying, but it’s not always true. The market is hitting all-time highs seemingly every…
Fee-Based Annuities May Not Be Your Best Bet
New rule is already having a significant impact on how investors pay for investment products and advice.
In Pursuit of Portability
The concept of portability, permanently enacted as part of the amendments to the estate tax law under the American Taxpayer Relief Act of 2012, allows…
Surrogate’s Court Declines to Order Demise of Fashion Business
When you want to sue to dissolve a business in New York on behalf of the estate of a deceased shareholder, to which court should…
I Do…I Do…Wait, Did We?: The Virginia Supreme Court Weighs in on the Timing of Marriage Licenses and Ceremonies
Imagine you’ve thought you were married for a decade and all of a sudden your spouse denies that you were ever married at all. The…
How To Manage Foreign Trusts With U.S. Beneficiaries
Do you or did you have a wealthy relative from a different country? Did that relative make you a beneficiary of a non-U.S. trust? Lucky…
Failure To Plan and Inaction Lead To Increased New Jersey Estate Tax
The New Jersey Tax Court recently released its opinion in Estate of Ruth Oberg, NJ Tax Court, Docket No 000240 (October 24, 2017), upholding the…
Does Your Estate Plan Have a Gaping Hole?
Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love. To…
The Bitcoin IRA: 5 Essential Facts You Need to Know
When you think IRA investments, you’re probably not thinking bitcoin. With a self-directed IRA, investing in the skyrocketing currency could be an option. But should…
7 Money-Losing Stocks to Sell Now
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Cyber Monday 2017: 11 Things You Can't Return to Amazon
Before you add any of these items to your Amazon.com shopping cart, be absolutely sure you want them.
The Best Cyber Monday Walmart Deals for 2017
Catch plenty of rollbacks online this holiday season.
The Best Cyber Monday Best Buy Deals for 2017
Even if you missed the big doorbuster deals on TVs, laptops and other electronics, you can still find great deals for the holidays online.
The Best Cyber Monday Target Deals for 2017
You can enjoy great deals without the mayhem of red carts overcrowding the aisles by shopping online.
9 Great Dividend Stocks That Have Gone on Sale
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Best Values in Tech Gifts for the 2017 Holidays
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16 People You Should Tip for the Holidays
The holiday season is prime time to give back to the people who make your life easier throughout the year. But be sure not to…
17 Tax Breaks You Won't Believe Are Real
Okay, admit it: As you’ve struggled with your tax return, trying to come up with some extra deductions to pump up your refund or reduce…
How to Save for Retirement If You Don't Have a 401(k)
For many people, retirement savings and 401(k)s are synonymous. However, many others don’t have that option. For them, there are several other tax-smart ways (from…
C.A.N. You Handle It? Dialing in Your Investment Risk
Your risk tolerance can be boiled down into three words: capacity, attitude and need. Getting a grip on those concepts is the key to designing…
9 Must-Own Stocks That Have Paid Over a Century of Dividends
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Worst Things to Buy During the Holidays 2017
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Personal Planning Strategies – December 2017
2018 Estate, Gift and GST Tax Update: What This Means for Your Current Will, Revocable Trust and Estate Plan – As we previously reported, the…
The Truth Why You Need A Will
It’s the holiday season…one of the busiest times of the year. So, it’s a pretty safe bet that folks are not spending time right now…
Court Denies Request For Mandamus Relief Regarding Court Order Requiring Spouse of Deceased Trustee To Prepare An Accounting
In In re Ng, after a jury found that a deceased trustee did not breach fiduciary duties, a trial court nonetheless ordered the deceased trustee’s…
