Retirement

At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023, there is cause for optimism. The market has rebounded, economic data indicates a strong labor market, and wages are keeping up with inflation. While you cannot control the uncertainty

Share to Facebook Share to Twitter Share to Linkedin Understanding the differences between mutual funds and index funds is fundamental for any investor navigating the diverse landscape of investment options. While both vehicles play critical roles in portfolios, they operate quite differently. Read on to learn more. The Basics Of These Investment Funds What Is

Fandom can both have huge benefits, and deep, deep risk. When investing, it’s best to leave your fandom for other activities. This downside to fandom became obviously apparent to me this week, when it was reported that Dallas Mavericks owner Mark Cuban has agreed to sell a majority stake of the franchise to the Adelson

If you work for a company that offers you a way to leverage your savings, it pays to learn as much as possible about how that works. By leverage I mean using a tool to make it easier to achieve your retirement savings goals. It just so happens that a company 401(k) is such a

Time is running out. You need to develop and execute a two-year plan to avoid the major tax increases that are likely to come. The Tax Cuts and Jobs Act, enacted in 2017, reduced income and estate taxes significantly. But to comply with congressional budgeting law, many of the act’s provisions automatically expire at the

North Carolina has a long track record for managing one of the best public pension plans in the U.S. Moody’s Investors Services recently reported that North Carolina has one of the top pension plans in the nation when looking at its Adjusted Net Pension Liability. And CEM Benchmarking ranked North Carolina’s pension system as the

The tax advantages of a health savings account (HSA) are unique, even better than any IRA or 401(k) plan. As a result, an HSA is like a “super IRA,” and you should contribute as much as you can afford, subject to IRS limits on HSA contributions. Let’s dig into the details and reasons. Who’s Eligible

Share to Facebook Share to Twitter Share to Linkedin Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of financial planning. Every adult with at least a modest net worth or who is in the

Recently, a North Dakota woman was charged with killing her boyfriend to get his inheritance. The man was expected to inherit $30 million, and officials believe her plan was to make a claim that she was his common-law wife so she could get the money from his estate. Whether the man had a will is

Share to Facebook Share to Twitter Share to Linkedin Blue chip stocks have long been popular for investors of all wealth and ages. This article will explain blue-chip stocks and list five top picks for the upcoming year. Blue-Chip Stocks Explained Definition Blue chip stocks refer to shares of well-established, financially robust companies with a