Do you own company stock with gains in your 401(k) or ESOP plan? If you do, it is vital that you understand a lesser known strategy of distributing that stock when you leave your job. The lower tax brackets we …
Originally published on Nerdwallet.com The prospect of debilitating illness late in life is not a pleasant one, but it’s wise to protect yourself and your family from the financial hardships that could result from it. A common way to prepare yourself …
Originally published at Senior Outlook Today My Grandma Marina’s recent 90th birthday party reminded me of a financial risk that is not discussed enough: longevity risk. Longevity risk is the risk that you outlive your assets. The longer your live …
It has been almost a year since I decided that I would try to go all of 2015 without purchasing stuff. Studies on money and happiness say money is best spent on experiences, time-saving services, and gifts to others than …
