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

What You'll Pay for Medicare in 2018

The standard premium for Medicare Part B won’t change next year, but some recipients will still end up paying more.

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

Best Things to Buy on Black Friday 2017

Black Friday has evolved into more than just a single day of big sales. Doorbusters and deals now start rolling out on Thanksgiving (often earlier),…

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

The 15 Best REITs for Retirement Income

Few asset classes are better suited to retirement portfolios than real estate. If managed sensibly, a portfolio of real estate investment trusts (REITs) can provide…

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

6 Things to Think About When You Get a Pension Payout Offer

Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make…

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

3 Tax-Planning Ideas to Help Take the Bite Out of RMDs

Required minimum distributions can be the bane of many IRA owners’ existence. But there are a few creative ways to reduce your income tax burden,…

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November 21, 2017  |  By Admin  |  In Personal Finance

Best States to Move to in 2018 for Lower Taxes

Permalink — https://www.youtube.com/watch?v=FocYbkFA5ZY URL of source article. Date — November 21, 2017 2:36 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.

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November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Wealth: The Ultimate Magnifying Glass

Having substantial wealth certainly makes your finances more complicated, but it can also magnify already complex family relationships and dynamics.

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November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Black Friday Deals at Home Depot and Lowe's 2017

Look for bargains on appliances, tools and holiday decor at the home improvement chains during Black Friday sales.

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November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The Problem with Your 'Magic' Retirement Number

Calculating how much to save for a secure retirement has one major flaw: To do the math, you have to rely on averages. The problem?…

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November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best States to Move to in 2018 for Lower Taxes

Where you live and work can have a big tax impact on your paycheck.

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November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Will Santa Claus Visit Wall Street This Year?

Tax cuts are the biggest wild card that could make or break a year-end rally

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November 21, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Things to Be Thankful for This Holiday Season

We won’t torment you with all the things going wrong in the world as you sit down to turkey with all the fixings. But how…

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November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

4 Questions Every Do-It-Yourself Investor Should Ask

A “no” answer to any of these questions means you’d probably be better off with a little professional help.

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November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Mistakes to Avoid When Planning Your Retirement

Even if you’ve saved every penny you need to retire, you’re nowhere near being done preparing for retirement. Here are some critical issues other than…

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November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 More Simply Safe Dividend Stocks for Retirement

Permalink — https://www.kiplinger.com/slideshow/investing/T052-S015-10-more-simply-safe-dividend-stocks-for-retirement/index.html URL of source article. Date — November 20, 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 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Costco Kirkland Products to Buy for the Holidays

Permalink — https://www.kiplinger.com/slideshow/spending/T062-S001-best-costco-kirkland-products-for-the-holidays/index.html URL of source article. Date — November 20, 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 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Walmart Black Friday Doorbusters and Deals 2017

Prices are already rolling back at Walmart, but the real Black Friday deals start on Thanksgiving.

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November 20, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 "Unloved" Value Funds to Consider Buying Now

Some years, it hardly seems to matter whether you invest in growth or value strategies – all stocks move up together, or all stocks move…

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November 19, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Buy's Best Black Friday Doorbusters and Deals 2017

It’s all about cheap TVs, tablets and laptops during the electronics retailer’s Black Friday sales, naturally.

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November 17, 2017  |  By Admin  |  In Personal Finance

Kiplinger's Favorite High-Yield Dividend Stocks

Permalink — https://www.youtube.com/watch?v=EbOJYIZNGzg URL of source article. Date — November 17, 2017 3:02 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.

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November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 Wise Decisions You Can Make on Social Security Right Now

Don’t wait until you’re ready to retire to figure out your best strategy for claiming Social Security benefits. Looking into options well in advance makes…

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November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Will You Spend Less in Retirement Than You Think?

It’s smart to budget for inflation. But if you’re overly conservative, you may be setting yourself up for a less fun retirement or years longer…

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November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Toys R Us Black Friday Doorbusters and Deals 2017

Stores are open Thanksgiving Day, but don’t expect bargains on many of the hottest holiday toys during Black Friday sales.

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November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Things to Buy at Dollar Stores for the Holidays 2017

Permalink — https://www.kiplinger.com/slideshow/spending/T062-S001-best-things-to-buy-at-dollar-stores-holidays-2017/index.html URL of source article. Date — November 17, 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 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Caring for a Parent From Far Away

Caregiving for an elderly parent or relative is especially hard for the nation’s seven million long-distance caregivers.

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November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

32 Companies That Amazon Could Ruin

Amazon.com (AMZN) has brought pain and misery to numerous companies since its founding in 1994. This well-documented phenomenon really picked up the pace over the…

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November 17, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

When to Take Your First Required Minimum Distribution From an IRA

You may be able to postpone taking your first required distribution from an IRA until the following year, but that can trigger a bigger tax…

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Dividend Growth Stocks for 2018

Dividend growth stocks have obvious appeal. After all, dividend investing is based on buying and holding a stock for the payouts. So if a company…

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Best Costco Black Friday Doorbusters and Deals 2017

The warehouse club is promising big Black Friday sales on top of its members-only prices.

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Kiplinger's Favorite High-Yield Dividend Stocks

These four picks are well suited for many income investors including retirees.

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

2018 Retirement Contribution Limits for 401(k)s and IRAs

Some savers can contribute more to their retirement nest eggs in 2018.

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Rates Due for Moderate Increase

Kiplinger’s latest forecast on interest rates

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

5 Ways to Better Connect with Female Investors

Some financial advisers are missing the boat when it comes to helping women with their money. Here are some ways they’re coming up short, and…

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Investment Patience is a Virtue

Investors who can keep their focus on the long term when others get distracted (and distressed) by short-term drama should see their patience rewarded down…

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November 16, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Investments That Should (And Shouldn't) Go Into Your IRA

An Individual Retirement Account (IRA) is a tax-advantaged home for your retirement investments. Spared annual interruptions by the IRS to collect taxes on your earnings,…

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

QLACs: A Secret Weapon to Help Reduce RMDs

Worried about taxes and making your money last through retirement? A qualified longevity annuity contract (QLAC) could be a possibility to consider.

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

Gifting a Life Insurance Policy to a Charity

One often-overlooked way to magnify your magnanimous charitable donation is to consider gifting an unneeded life insurance policy. Your gift can also come with some…

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

3 Cheap Funds to Build an Unstoppable Portfolio

Index funds are a great way for investors of all skill levels to build or enhance their portfolios. These days, with investors being increasingly cost-conscious, low-cost…

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

8 Things You Must Know About Retiring to Florida

As you sit there mulling a retirement in the South, approximately 1,000 people are already on their way to Florida today with all their household…

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

Penny Stocks: Why You Should Always Stay Away

With the exception of some large foreign firms, investors should generally avoid stocks that trade over-the-counter.

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

Best Amazon Black Friday Doorbusters and Deals 2017

Some of the biggest Black Friday and Thanksgiving savings on Amazon.com are on Amazon products.

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

7 Stocks That Warren Buffett Is Buying and Selling

Christmas comes four times a year if you’re a fan of Warren Buffett. Thanks to regulatory requirements, acolytes get a peek at what stocks the…

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

Don't Leave Your Surviving Spouse in Dire Straits

The death of a spouse has wide-ranging financial ramifications. Here are eight moves you could make right now to help ease some future burdens on…

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

Will Your Holidays Be Filled with Gobble, Gobble or Squabble, Squabble?

The holidays are upon us, which can mean more time with family. If you are like me, visions of family fun, laughter and joy are…

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

7 Best Energy Stocks to Buy for the Dividends

Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-7-best-energy-stocks-to-buy-for-the-dividends/index.html URL of source article. Date — November 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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November 14, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Most-Overlooked Tax Breaks for Investors

With Congress attempting the most sweeping overhaul of the nation’s tax laws in a generation, this could be your final chance to take advantage of…

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

Land a Retail Job for the Holiday Season

Retailers will add hundreds of thousands of seasonal workers for the holidays. How to find a job–and possibly turn it into a permanent position.

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

Hurricanes Shed Light on Inadequate Insurance Coverage

Did you know that standard homeowner policies don’t cover flooding from heavy rains? And that people who don’t live in flood zones file water-damage claims…

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

To Retire, Mind Your P's: Purpose, Planning and Procrastination

Focusing on those three basic concepts will keep you out of trouble, even if you’re in the “retirement red zone.”

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

50 Dividend Stocks You Can Count On in 2018

The Dividend Aristocrats are companies in the Standard & Poor’s 500-stock index that have hiked their dividends every year for at least 25 consecutive years.…

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November 10, 2017  |  By Admin  |  In Personal Finance

Where to Retire in Florida

Permalink — https://www.youtube.com/watch?v=zw3hqTfGYO4 URL of source article. Date — November 10, 2017 4:27 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.

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November 10, 2017  |  By Admin  |  In Personal Finance

3 Reliable Used Cars That Are Bargains

Permalink — https://www.youtube.com/watch?v=EACG-iSiaxM URL of source article. Date — November 10, 2017 4:24 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.

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November 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Best Financial Benefits for Military Families

Permalink — https://www.kiplinger.com/slideshow/saving/T065-S000-10-best-financial-benefits-for-military-families/index.html URL of source article. Date — November 10, 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 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How to Motivate Your Kids to Save and Invest: The Rule of 72

Nothing illustrates the magic power of compounding like the Rule of 72, which estimates the number of years required to double your money.

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November 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

10 Tech Stocks That Could Disappear by 2027

A decade is a long time. But it’s even longer when it comes to tech stocks, where developments come fast and furious. Think back 10 years…

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November 10, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Where to Retire in Florida

Some cities in the Sunshine State are better suited for retirees than others.

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November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

7 Retail ETFs for the Holidays

The past few years have not been kind to retail stocks, with the ascension of Amazon.com (AMZN) coming at the expense of numerous brick-and-mortar stores.…

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November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Tips to Sell Your Condo Fast

Ways to cut your costs and turn a profit on your property.

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November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Reliable Used Cars That Are Bargains

Ford, Kia and Cadillac make affordable alternatives to popular vehicles on the used-car market.

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November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The Big Pension Decision Every Member of the U.S. Military Must Make in 2018

Service members who joined armed forces in recent years must decide whether to stay in the military’s old retirement system or join the new one.…

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November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

15 Utility Stocks to Buy for Safety and Stability

To say utility stocks are less than interesting would be an understatement. Utilities are downright boring, trading almost like bonds because of their (usually) steady…

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November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

This Old-School Retirement Rule No Longer Applies

Modern-day asset allocation is a lot trickier than the traditional rule of thumb that so many people go by.

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November 9, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Your DIY Retirement Plan Could Be Saved by a Second Opinion

Even if you think you have your plan all nailed down, complete with detailed spreadsheets and an inflation buffer, there may be something you’re missing.

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

Nvidia (NVDA) Earnings Preview: Red-Hot Chipmaker Must Post Pristine Results

Nvidia’s stock has rallied for years on AI and cloud computing, but Thursday’s Q3 earnings report is an important test.

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

7 Best Dividend Funds for Retirement

The best dividend funds for retirement will have a combination of high yields, low expenses and a solid performance history. In other words, the search for…

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

4 Questions to Ask Before Adding an Annuity to Your Retirement Plan

Annuities are a worthy option for savers looking to add an element of protection to their retirement strategy. The key: Work with an independent adviser…

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

4 Smart Moves Every 20-Something Should Make to Maximize Retirement Savings

Strategies to help you build a fat, comfortable nest egg.

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

How the 401(k)-IRA Rollover Thought Process Works

Every decision has a consequence. From RMDs and taxes to passing on an inheritance, go step by step to make an informed choice.

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

Best Vanguard Funds for 401(k) Retirement Savers

Index funds have made Vanguard a 401(k) behemoth. A total of 33 Vanguard funds rank among the 100 largest funds in 401(k) assets, according to…

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

Retirees, Fend Off the Risk of Bad Returns

Keys to helping your portfolio survive a downturn.

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

25 Best Mutual Funds in 401(k) Retirement Plans

Have you checked in on your 401(k) plan lately? If you have, you may notice that your retirement savings have swollen in value, inflated by…

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

How to Qualify for a Health Savings Account and Trim Your Tax Bill

Health savings accounts provide a triple tax break to consumers. Contribution limits are going up slightly in 2018, but so are deductibles for eligible policies.

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

100 Most Popular Funds for Your 401(k) Retirement Savings

These mutual funds have the most assets under management in 401(k) workplace retirement plans.

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

7 Signs America's Economic Growth Will Keep Booming

Doom and gloom sells. It’s easy to tap into people’s deepest fears and cry “the sky is falling.” And sadly, we’ve seen a lot of…

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

Best Fidelity Funds for 401(k) Retirement Savers

Boston-based Fidelity is the second-biggest player in the 401(k) space, managing 20 funds that rank among the largest mutual funds in 401(k) assets, according to…

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

Best T. Rowe Price Funds for 401(k) Retirement Savers

Many actively managed funds saddle investors with high fees and mediocre returns. But if your 401(k) plan includes T. Rowe Price funds, you’re in luck.…

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

Best American Funds for 401(k) Retirement Savers

You may not be familiar with Capital Group, but the Los Angeles-based firm runs American Funds, which has a gigantic presence in 401(k) plans. Out…

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

8 Financial Pros Share the Money Moves You Must Make Before 2018

In a few months, you’ll likely be inundated with posts, articles and videos about how you can make 2018 the best year yet. But why…

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

9 Dividend Aristocrats of the Future

The Dividend Aristocrats – members of the Standard & Poor’s 500-stock index that have increased their annual dividend payments for 25 years or longer -…

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

What Do You Know About Tax Brackets?

Permalink — https://www.kiplinger.com/quiz/taxes/T056-S001-what-do-you-know-about-tax-brackets/index.html URL of source article. Date — November 7, 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 7, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Know What You Want in Retirement Before You Buy the Tools to Build It

Too many people go about building their retirement plan backward. They get caught up in the investment part of the plan first and figure they’ll…

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

What's the Best Financial Advice You Ever Received?

Kiplinger readers share the financial guidance that has served them best over the years.

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

We're Here to Help

In a time of great need across the country, Kiplinger steps up to offer the best financial advice we can.

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

Should Ethics Determine Who You Do Business With?

Consumers seeking to do business only with ethical companies should ask these questions.

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

Retailers Get Creative to Compete With Amazon

Competition from online merchants forces stores to cut prices and expand offerings.

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

The 9 Investment Risks You Need to Guard Against

To protect your investment portfolio, it’s important to understand the different kinds of risks you’re facing.

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

10 Dangerous Dividend Stocks to Watch

Permalink — https://www.kiplinger.com/slideshow/investing/T018-S001-10-dangerous-dividend-stocks-to-watch/index.html URL of source article. Date — November 6, 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 6, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Japan's Stock Market Rebounds Under Abenomics

U.S. investors should take note of the rally as Prime Minister Abe’s economic policies take hold.

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

State-by-State Guide to Taxes on Retirees

Our comprehensive guide to taxes on retirement income, property and purchases, as well as special tax breaks for seniors, in every state, updated for 2017

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November 3, 2017  |  By Admin  |  In Personal Finance

3 Top Companies That Are Going to the Dogs

Permalink — https://www.youtube.com/watch?v=TFninRL4Wn0 URL of source article. Date — November 3, 2017 3:19 pm Publish date of source article. Source — http://fetchrss.com/rss/59f8bc068a93f840488b4567665197063.xml URL of RSS feed.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

6 Ways to Get Holiday Deals

Whether you do your shopping in stores or online, use our tips to save money this gift-giving season.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

8 Career Moves That Prove You're Finally a Grown-Up

Strategies to move forward, get ahead, and make more money.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Generate a Do-It-Yourself 2017 Tax Cut

Taxpayers can benefit by maximizing itemized deductions this year.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Only Homo Sapiens Need Apply for New 529 College Savings Tax Break

But you don’t have to wait for Congress to act to open a tax-advantaged plan to save for an unborn child or grandchild’s college education.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

A Child-Care Tax Break for Working Parents

New parents and those with pre-teens can save on taxes (for now) when paying for child care by signing up for an employer’s dependent-care flexible…

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

12 Investments to Cash in on China

China has created the most successful economic revolution the world has ever seen, and it still has room to grow.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Kiplinger Dividend 15: Our Top Dividend Picks

Every kind of income investor will find something to like in our new list.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

Why You Need to Take Control of Your Retirement Right Now

Ask yourself three basic questions — concerning Social Security, pensions and your future lifestyle — to help get your planning in gear.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Game-Changers for Investors in the New House Tax Plan

While the newest tax plan is still in its early stages, it’s not too early to start thinking about how you may be affected.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

The 10 Best Vanguard ETFs for a Dirt-Cheap Portfolio

Vanguard has built a sterling reputation on low-cost index investing. Founder John Bogle is responsible for the world’s first index fund – what’s now known…

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

3 Top Companies That Are Going to the Dogs

Major corporations are adopting pet-friendly office policies as an employee perk.

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November 3, 2017  |  By Family Tree Estate Planning  |  In Personal Finance

How a Patient Advocate Helps You Navigate the Medical System

This professional can sort through your care options or sort out medical or insurance snafus.

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

The Right Price for Investing Advice

We help you navigate the bewildering world of financial advisers.

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

Scout Mid Cap Fund Hits the Market Sweet Spot

The managers of Scout Mid Cap aren’t afraid to make big sector bets.

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

This Health Care ETF Wins With More Exposure to Smaller Firms

Guggenheim S&P 500 Equal Weight Health Care approach to success is right there in its name.

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

5 Signs You're Buying a Flood-Damaged Car

A used vehicle with a superlow price may have been submerged in the recent hurricanes.

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

7 Tips for Spending Down Your Retirement Savings

Saving for retirement is one thing. Coming up with a plan to start drawing down your assets while making your money last a couple of…

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

Investors: Stop Overpaying for Simple Market Advice

Do you pay your financial adviser a 1% advisory fee for all your investments? If so, you may be paying too much, because much of…

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

4 Ways Retirement Savers Can Help Reduce Their RMDs

You’re proud of the nest egg you’ve built in your IRA and 401(k), but are you prepared for the tax bill that will come with…

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

Why I Think Apple's Stock Is a Bargain

Though Apple is already largest holding in my portfolio, I’m sorely tempted to buy more.

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

Smart Year-End Moves to Trim Your 2017 Tax Bill

Some of these year-end moves will be even more compelling if lower rates arrive in 2018.

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

Apple (AAPL) Earnings Preview: It's All About the iPhone

Thursday’s Apple earnings report should provide hints about demand for the new iPhone 8 and upcoming iPhone X.

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

To Build a Sturdy Financial House, You'll Need a Well-Designed Plan

You wouldn’t build a house without a blueprint, but that’s what too many people do with their finances, and it can easily turn out very…

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

17 Surprising Benefits of Amazon Prime

Many of us first signed up for Amazon Prime years ago to take advantage of free two-day shipping, and stayed with it as the giant…

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

Are Your Bank Accounts at Risk?

You can get a free ChexSystem report every year to check.

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

Where You Rank as a Taxpayer

As Congress finally gets serious about tax reform, you need to know where you stand now, so you can understand how changes will affect your…

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

10 Things You Need to Know About Health Insurance Open Enrollment

If you’re signing up for Obamacare, you’ll have less time to buy coverage for next year, but here’s help finding the right policy more quickly.

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

4 Keys to a Happy and Prosperous Retirement

The goal is a long and happy life you love! It takes more than just money, so do some self-searching well before you retire.

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

Rebuilding Your Home and Finances After Disaster Strikes

Mopping up–and drying out–after the hurricanes was only the first challenge. Now the victims have to struggle through recovery.

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

Kiplinger's Economic Outlooks

Regularly updated insights on the economy’s next moves.

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

Know the Risks of Investing in Cryptocurrencies

Some investors have made a lot of money, but losses can be painfully real.

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

Doors Now Open For ACA Enrollment

If you’re planning to enroll in a marketplace Obamacare plan for 2018, be ready for a shorter sign-up period, higher premiums and other changes.

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

Colleges Slash Sticker Prices

But lower published prices may not save you money.

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

Health Coverage Is No Slam Dunk

I hadn’t reckoned on some curveballs along the way — especially when it came to signing up for Medicare Part B and Medigap.

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

Borrow Free E-Books With Libby App

From digital-content distributor OverDrive, this app gives readers free, on-the-go access to a trove of titles from multiple libraries.

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

Best Health Savings Account

HSAs are a tax-friendly way for workers to pay medical bills today and well into retirement.

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

Make the Most of Your Donor Dollars

After a series of disasters, demand is intense. Here’s how to give wisely.

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