Retirement

Courtesy of Ronald Long 2019 Influencer in Aging Ronald Long, the St. Louis-based director of Wells Fargo’s Elder Clients Initiatives team since 2014, created what’s become a key brokerage industry tool to protect older investors from elder financial elder abuse. Long and his team originated the “In Case of Emergency” form so advisers could contact

Tax credits for buying a new Tesla in the U.S. are winding down at year-end. FREDERIC J. BROWN/AFP/Getty Images Is your car eligible for a $7,500 green tax break? Maybe. Maybe not. In a new audit report, the Treasury Inspector General for Tax Administration found that millions of dollars in potentially erroneous plug-in tax credits

photo by Mike Kemp/In Pictures via Getty Images In Pictures via Getty Images EXPANDED SAFE HARBOR FOR LANDLORDS UNDER 199A (HOORAY) Just when we finished our Section 199A book, and started to promote, The IRS issued Revenue Procedure 2019-38, to let a few more landlords float. Under this new part of the Section 199A Rules,

ASSOCIATED PRESS After years of ignoring the problem of age discrimination in employment, the U.S. Equal Employment Opportunities Commission (EEOC) appears to have turned a corner. In September, the EEOC filed four age discrimination lawsuits, settled one age discrimination lawsuit and won a jury verdict in an age discrimination case. The significance of this activity

Family at fjord, Aure, More og Romsdal, Norway Getty What do I mean by “Goldilocks-level fertility rates”? Simply put, a stable, replacement-level (or thereabouts) fertility rate that ensures a sustainable balance between workers and retirees. Earlier this week I wrote about the inexplicable decade-long drop in fertility rates in Finland. Back in August, I profiled

Source: Stock.Adobe.com How to invest as the economy cracks Impeachment talk is flying around social media. Polls are being taken, and so are sides in the battle. But I am here to tell you that as an investor, it is not what matters right now. Because whatever happens in the accelerating impeachment saga, the immediate

Share to facebook Share to twitter Share to linkedin Historical data shows October isn’t always a bad month. AFP/Getty Images Topline: The stock market’s rough beginning to the month has some investors recalling other awful Octobers in the past—but history suggests there may not be a reason to panic yet. October is known for huge

Carmen Perez, 32, paid off $57,000 of debt and quit her job to become a computer programmer. Winifred Lao Carmen Perez, recently quit her six-figure job in the financial services industry in order to pursue her dream of becoming a computer programmer. As recently as two years ago, the thought of leaving a high-paying job

Only about 35% of families remain “traditional.” Modern families need modern planning! Girls sitting together and holding hands Getty The 45th Annual Notre Dame Tax & Estate Planning Institute in South Bend, IN brings together some of the top estate planners from around the country to lecture at a two day conference. This is the

By Julie Pfitzinger, Next Avenue Editor Courtesy of Sharon Emek A top leader in the insurance industry, Sharon Emek is the president and CEO of WAHVE (Work at Home Vintage Experts). In 2010, she founded this company devoted to pairing home-based, older professionals (she calls them “pre-tirees”) in the accounting, insurance and human resources fields,

We all want to ensure a stable financial future. Use these 7 tips to maximize your retirement … [+] investments. Getty Retirement is one of the biggest and most common goals that many people have. After all, your retirement savings determine how comfortably you’ll live and whether your money will, in fact, outlive you. Making

Getty Images Generation X or Gen X is nothing if not consistent. In retirement surveys and studies, they often come up as the generation most in need of help getting to retirement. Yet their do-it-yourself, independent nature doesn’t lend itself to getting the guidance that is often needed. Gen X needs some help. Initially, their retirement planning started

Share to facebook Share to twitter Share to linkedin The United States Secret Service’s mission needs to evolve to include protection of Americans from… [+] the POTUS. © 2018 Bloomberg Finance LP Protection of the nation’s highest elected leaders and other government officials has long been one of the primary missions of the United States

WASHINGTON, DC – SEPTEMBER 27: U.S. President Donald Trump speaks during a reception to honor … [+] Hispanic Heritage Month, in The East Room at the White House on September 27, 2019 in Washington, DC. (Photo by Mark Wilson/Getty Images) Getty Images Yes, in the past several weeks I have written articles observing that Bernie

You probably wouldn’t think the topic of age discrimination by employers would make much of a song. Well, sit back, relax and watch the poignant video of “Dear Sir/Madam” from Australian singer/songwriter Kelea. Get some tissues first. I was tipped off to the song by a Facebook post about it from anti-ageism activist and former

Magnifying glass with the word trust magnified in blue square format Getty Trusts may hold the key to salvaging charitable contribution deductions The 45th Annual Notre Dame Tax & Estate Planning Institute in South Bend, IN brings together some of the top estate planners from around the country to lecture at a two day conference.

Last week was a horrible week for cryptocurrency markets. Bitcoin, ETH, XRP, LTC registered double digit losses, with ETH and LTC losing more than 20% of their value–see Table 1. Table 1 Seven-Day Price Change For Major Cryptocurrencies Cryptocurrency %7d BTC -18.90% ETH -20.82 XRP -16.49 LTC -25.59 XLM -18.92 Source:Coinmarketcap.com 9/28/19 at 11:40 a.m. The

We’re going to push aside overdone recession fears today, so I can show you one fund you can buy for triple-digit upside. And this unsung dividend play spins off a big income stream, too: a 10.6% yield. It comes from a sector few people check for high yields: energy. But this investor “blind spot” is

It may seem unlikely now, but cars and trucks are about to get electrified in a big way. That’s the takeaway from a research note published Tuesday by Morgan Stanley. The venerable investment research firm notes three recent actions by auto industry executives that clearly lay out the transition. It’s an opportunity for investors to

Photo Credit: Getty Getty If you want to know how to pay off student loans, this is for you. Here’s what you need to know. 1. Refinance your student loans When it comes to student loan repayment, the best way to pay off student loans faster is to refinance student loans. Student loan refinancing rates