Subscribe if you would like to receive future articles and newsletters via email.
For additional articles, see our complete article list
Create a portfolio that supports your financial goals, provides liquidity for short-term needs, and gives you peace of mind. Establish an asset allocation that you can stick with through a major drop in the stock market.
Regardless of the reason for selling your home, a common question is how much capital gains tax will be due on the sale.
You can take Social Security as early as 62 but this could result in a reduction of up to 30% in benefits.
Generally, the happiest retirees are debt free with no credit card debt, a paid off mortgage and no car payments. They also have several sources of income such as Social Security, a pension, income from investments, rental income, royalties, or a part-time job.
Value stocks are sold at a discount to their intrinsic value with an assumption the price will eventually increase to market levels. Value stocks tend to be less volatile and frequently pay dividends. They may sell at a discount because the industry is out of favor or late in its life cycle.
When you process a transfer with a P2P app you need to be especially careful to accurately enter the recipient’s information. The transfer is like cash, once it is transferred it is gone.