In fact, more than half of U.S. households have some exposure to the stock market, according to the Pew Research Center. However, most of those stocks are held in tax-advantaged retirement accounts. Although a tax-advantaged […]

As a CPA (Certified Public Accountant) who used to actually prepare taxes for other people, many are often surprised to learn that I don’t even prepare my own income tax returns anymore. So, I can […]

The expense ratio of a 401(k) plan is the amount an investment company charges investors for managing the fund. A total of administrative fees for the fund’s expenses, this rate is usually stated as a […]

Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. You might think that […]

A lot can happen in a year. (Don’t believe us? Go check out your Timehop.) While many of the changes we see as we make our way around the sun aren’t exactly planned for, it […]

A hospital bill in the thousands. A vet invoice for hundreds. A car repair for more than you make in a month. When faced with an emergency, it can compound the problem to try to […]

You might not guess it from the way many investors base their mood on the day-to-day movements of the stock market, but for most people, an investment account represents money that’s being put away for the long […]

As much as we’d all like to be great with money, we may find that it doesn’t always happen. Despite your best intentions, you may find that things always seem to be difficult to stay […]

Investing in the stock market can be an exciting proposition. Stocks provide an opportunity to make your money work for you. In fact, there are two ways to earn money when you own a stock. […]