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December 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Charitable Giving Can Begin at Home with a Donor-Advised Fund

Parents and grandparents can launch the next generation of philanthropists by allowing kids to help decide where to donate money from a donor-advised fund.

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December 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Even Responsible Savers Make Retirement Mistakes

You’ve already done the hard work to stash away a nice nest egg for retirement. Don’t blow it now. Here are four common missteps that…

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December 15, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

House Hunters: Learn from My Rookie Mistakes

When I bought my first home in my 20s, I had worked hard and saved for a down payment. But I didn’t do all the…

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December 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Is the 'Buy-And-Hold' Strategy Still Alive and Well?

It’s a rule that investors have stood by forever. But if you’re near retirement, it might not be right for you now. And the “4%…

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December 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Naughty or Nice: A Guide for Giving to Charity

Doing the most good with your donation starts with following your heart, and then doing your due diligence.

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December 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Things Boomers Must Know About RMDs From IRAs

Permalink — https://www.kiplinger.com/slideshow/retirement/T045-S001-8-things-boomers-must-know-about-rmds-from-iras/index.html URL of source article. Date — December 14, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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December 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

9 Personal Finance Lessons to Learn From Star Wars

December 15, 2017 marks the release of the eighth official movie in the Star Wars saga, The Last Jedi. We will finally see what Luke…

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December 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How Much Are Those Old Baseball Cards Worth?

Depending on the year, condition and, of course, the player, some baseball cards could be worth thousands of dollars.

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Losers That Will Be 2018's Best Stocks to Buy

2017 has been a good year for stocks as a whole, although not every stock has participated in the gains. Broad market indices are at…

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Preferred Stock Funds for Safe, Substantial Yields

Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-10-preferred-stock-funds-safe-substantial-yields/index.html URL of source article. Date — December 13, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

9 IRS Audit Red Flags for Retirees

In 2016, the Internal Revenue Service audited only 0.70% of all individual tax returns. So the odds are generally pretty low that your return will…

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Gift Cards You Can Buy at a 10% Discount (or More)

Why pay full price for popular gift cards when warehouse clubs and discount websites sell them well below face value.

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Adobe Systems (ADBE) May Keep Soaring in 2018

Adobe reports earnings after the market closes Thursday, and analysts expect the red-hot software company to maintain its winning ways.

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Tax-Planning Mistakes Retirees Too Often Make

Tax-cutting strategies change once you retire, and some ideas that helped while you were working no longer apply once you start taking Social Security and…

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The Wealthy's Best-Kept Secret to Financial Success

The marathon-long path to wealth isn’t a glamorous one, and your success hinges on one simple word.

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December 13, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Dividend Growth Stocks to Stay Ahead of Rising Interest Rates

For years, America’s low-interest-rate environment has pushed income hunters out of bonds and into other cash-producing investments – namely, dividend stocks. However, the Federal Reserve…

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December 12, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Telltale Signs You're Ready to Quit the Rat Race

How do you know when it’s time for a change and that you’re prepared to leave your comfort zone for a new outlook on life?…

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December 12, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Year-End Strategies to Help You Save On Taxes

Permalink — https://www.kiplinger.com/slideshow/taxes/T055-S014-7-year-end-strategies-to-help-you-save-on-taxes/index.html URL of source article. Date — December 12, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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December 12, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

37 States That Won't Tax Your Social Security Benefits

Only 13 states will levy taxes on your monthly Social Security checks.

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December 12, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Holiday Deals at Dollar Stores

You can pick up gifts, wrapping paper, holiday decor and other seasonal items on the cheap at dollar stores.

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December 12, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Ways to Travel More in Retirement

Take advantage of one of the most valuable things that almost every retiree has in their arsenal: flexibility.

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December 12, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Self-Employed? Avoid These Audit Red Flags on Your Tax Return

Being in business for yourself can be exciting, lucrative – and a great way to draw the attention of the Internal Revenue Service’s audit division.…

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December 11, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Iconic Estate Failures: What Michael Jackson, Whitney Houston and Prince Did Wrong

Even the biggest stars with the best legal help available have made some major mistakes. Here’s what the rest of us can learn about our…

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December 11, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Battle the Big 4 Retirement Risks With a Solid Income Plan

Putting your money in the right places and being smart about how you’ll draw it down are the keys to defeating the top four retirement…

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December 11, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

8 Best Cheap Stocks to Buy Now Under $10

Permalink — https://www.kiplinger.com/slideshow/investing/T052-S015-8-best-cheap-stocks-to-buy-now-under-10/index.html URL of source article. Date — December 11, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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December 11, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Top Stock Picks for the Next Decade

Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-the-10-best-stocks-for-the-next-decade/index.html URL of source article. Date — December 11, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Tips to Build a Better 401(k)

Keys to getting the most out of your plan.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Making Changes After a Medicare High-Income Surcharge

Surcharge is based on your last tax return on file.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How to Motivate Workers to Save More for Retirement

Strategies to encourage employees to build a brighter future.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Expect Higher Rates for Home Insurance Losses

Losses in states hard hit by natural disasters are pushing up premiums.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

A Mutual Fund That Invests in China's Growth

Managers at Matthews China wait for reasonable prices before they buy.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Market Strategist: Invest in Tech, Financials in 2018

Stocks of large companies with faster-than-average earnings growth are the best bets for 2018, says J.P. Morgan’s Samantha Azzarello.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 Great REITs to Buy Now

In a field facing challenges, these five stand out.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Pay Less to Get Fit

You’ll feel even better about working to improve your health if you’re doing so for free.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Prepare for a Mild Pullback in Bonds

There’s more to this picture than the direction of interest rates.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Pimco Income Has a Playbook for Rising Interest Rates

Pimco’s managers have tremendous latitude to invest wherever the yield is.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Where to Invest in 2018

As the bull climbs on and optimism rises, this market is getting closer to its peak.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Review Your Portfolio in 3 Easy Steps

The New Year is the perfect time to make sure your investments are on the right track.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 8, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 7, 2017  |  By Admin  |  In Personal Finance

37 States That Won't Tax Your Social Security Benefits

Permalink — https://www.youtube.com/watch?v=zbny22yZc4k URL of source article. Date — December 7, 2017 8:44 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.

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December 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

13 Financial Steps to Take Before Retiring Abroad

Get your house in order in the U.S. before looking for a home overseas.

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December 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 6, 2017  |  By Admin  |  In Personal Finance

Best Holiday Deals at Dollar Stores

Permalink — https://www.youtube.com/watch?v=6f6iHDlZ6Fo URL of source article. Date — December 6, 2017 5:40 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.

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December 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.…

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December 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How to Find Your New Identity After Retirement

Here are some ways to make the transition to your new life smoother.

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December 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The 4 Best Bond Funds for Retirement Savers in 2018

Bonds are for ballast, not big returns. Plus: Retirees should keep maturities short.

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Investors, Find Bargains Overseas in 2018

Time to check your allocations. The bull run in the U.S. means the better valuations are abroad.

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December 5, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 4, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 4, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.…

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December 4, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Keep Student Loans From Strangling Your Retirement Plans

Understand your options for handling student debt.

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December 4, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Stocks That Could Replace GE in the Dow

Permalink — https://www.kiplinger.com/slideshow/investing/T052-S001-10-stocks-that-could-replace-ge-in-the-dow/index.html URL of source article. Date — December 4, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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December 2, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

House, Senate Tax Plans: How They Will Affect You

Permalink — https://www.kiplinger.com/slideshow/taxes/T054-S001-house-senate-tax-plans-how-they-will-affect-you/index.html URL of source article. Date — December 2, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 Bargain Vacation Destinations Off the Beaten Path

We picked five destinations that are just as good as their pricey, crowded, touristy counterparts.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Fighting Financial Fraud and Identity Theft

Learn what it’s like on the front lines on our ride along with the scam police.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How to Tame Your Student Loans

Don’t let the burden bar you from saving for your future.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Ways to Thwart Elder Abuse

Being prime targets for scams, seniors need to be vigilant about protecting themselves.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Small-Business Success Story: Cops & Doughnuts

Nine policemen buy a doughnut shop and help revive their hometown’s main street.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Ways to Beat the Crowds at Popular Travel Spots

Enjoy your vacation with the masses.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Steps to Avoiding Investment Scams

Be sure to invest safely.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 Keys to Keeping Your Data Secure

Protect yourself from would-be identity thieves.

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December 1, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How to Be a Smarter Investor

Don’t overreact to new information, and don’t let your biases impair your decisions.

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November 30, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 30, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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November 30, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The 7 Best Stock Funds for Retirement Savers in 2018

If you choose active fund management, be prepared to be a patient stock investor.

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November 30, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 29, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 29, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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)…

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November 29, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 29, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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November 29, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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November 29, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

FANG Stocks: Don't Fight Them – Own Them

This clique of tech stocks might seem expensive, but consider the alternatives

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November 28, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.…

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November 28, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 28, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The Best Cyber Monday Walmart Deals for 2017

Catch plenty of rollbacks online this holiday season.

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

9 Great Dividend Stocks That Have Gone on Sale

Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-9-great-dividend-stocks-that-have-gone-on-sale/index.html URL of source article. Date — November 27, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Values in Tech Gifts for the 2017 Holidays

Permalink — https://www.kiplinger.com/slideshow/spending/T057-S001-best-values-in-tech-gifts-for-the-2017-holidays/index.html URL of source article. Date — November 27, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Money-Losing Stocks to Sell Now

Permalink — https://www.kiplinger.com/slideshow/investing/T052-S015-7-money-losing-stocks-to-sell-now/index.html URL of source article. Date — November 27, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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November 27, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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.

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November 25, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 25, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 24, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 24, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

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…

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November 24, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

9 Must-Own Stocks That Have Paid Over a Century of Dividends

Permalink — https://www.kiplinger.com/slideshow/investing/T018-S015-must-own-stocks-have-paid-a-century-of-dividends/index.html URL of source article. Date — November 24, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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November 23, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Worst Things to Buy During the Holidays 2017

Permalink — https://www.kiplinger.com/slideshow/spending/T050-S001-worst-things-to-buy-during-the-holidays-2017/index.html URL of source article. Date — November 23, 2017 5:00 am Publish date of source article. Source — http://www.kiplinger.com/about/rss/kiplinger.rss URL of RSS feed.

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November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

8 Financial Conversation Starters for Thanksgiving Table Talk

Need a few safe topics to chat about while passing the turkey? Or would you rather stir things up a bit? Here are eight retirement…

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November 22, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Roundup: Best Black Friday and Thanksgiving Deals at Top Retailers 2017

Here’s a roundup of doorbusters and deals from Walmart, Costco, Best Buy, Toys R Us, Home Depot, Lowe’s and Amazon.

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