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Caring for your aging parents is something you hope you can handle when the time comes, but it's the last thing you want to think about. As such, there are steps that you can take to make your life (and theirs) easier. Some people live their entire lives with little or no assistance from family and friends, but today Americans are living longer than ever before.
During the holiday season, charitable giving is often in full swing. As such, the following are some tips on how you can make the most of your donations.
1. Give appreciated stocks and mutual funds.
Below are summaries of some basic principles you should understand when evaluating an investment opportunity or making an investment decision. Rest assured, this is not rocket science. In fact, you'll see that the most important principle on which to base your investment education is simply good common sense. You've decided to start investing.
What is estate planning?
Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.
by Matt Ahrens, CIMA®
by Matt Ahrens
Last Wednesday, the Commerce Department reported stronger than expected growth in retail sales in January, and the Fed reported factory output increased for the month. Separately, the Labor Department said a closely watched gauge of U.S. inflation rose to its highest annual level in nearly five years.
What a year of ups and downs. In 2016, U.S. stocks had a rocky start and didn’t get a firm footing until the second half of the year and really hit their stride in the last two months. In addition, the presidential election took center spotlight. I am sure many of you agree it is refreshing to not be bombarded by political ads.