Happiness is More Than Money
…Carol Dweck believes finding a new activity or challenge may be one of the most fulfilling post-retirement journeys of all. It could be competitive tennis, mastering a new language or…
…Carol Dweck believes finding a new activity or challenge may be one of the most fulfilling post-retirement journeys of all. It could be competitive tennis, mastering a new language or…
…year. Qualifying expenses include tuition, fees, books, supplies, computers, and computer-related equipment. Room and board also qualifies as long as your student is enrolled at least half-time. One caveat: If…
The purpose of estate planning is often to pass assets to survivors and heirs with as little tax as possible. Planning can be challenging as estate tax laws are complicated…
A variable annuity is an insurance contract that also has an investment component. The insurance company provides the contract owner with future income payments based on the initial contract value…
…company. This is true whether that company is headquartered in Delaware or Denmark. The fundamental risk of owning a stock is the same across geographic markets, which is why it’s…
…these funds can form a nest egg for unexpected healthcare needs or even healthcare expenses in retirement. The Bonuses If this isn’t enough, HSAs really shine when it comes to…
…298 in Q1 2021. [Source] What about investing in IPOs or private company stock in general? For example, we Oregonians love our Dutch Bros coffee. We even sport bumper stickers…
…incorporate new market research, we want to see sturdy, empirical support for it. We must also be able to cost-effectively apply it to real-life portfolios. The investment factor—defined as the…
In December 2015, The Wall Street Journal declared the coming year would bring “more gloom, more volatility and few gains” for stocks.[1] Indeed, the market’s swift decline to start 2016—January…
…real estate investment in the world and anchored with government bonds—issued not only by the world’s most productive economy (The United States) but complemented with the highest quality bonds from…
…a reduction in benefits. Lawmakers are simply removing an unintended loophole. The good news is the changes are a step toward improved financial stability for Social Security, helping ensure the…
…is tax free For those who experience a dramatic decrease in income: Request a reassessment of Medicare surcharges using Form SSA-44 Vista Can Help When it comes to Medicare, a…