January is typically our “get serious” month, when we’ll try to “get serious” about all sorts of things, from relationships to diet and our retirement goals. Let me suggest setting up a budget may be as good for you as a healthy diet – and as ineffective. At some...
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Make Sure You Have Core Estate Planning Documents Nearly every comprehensive financial plan includes estate planning. When you estate plan, you specify your wishes, both in the event you are unable to manage your own affairs, and at the time of your death....
The Wall Street Journal reports that “Many major brokers, banks and financial advisers take revenue-sharing payments—legal kickbacks that mutual-fund companies pay to reward sales of particular funds. Such payments vary from 0.01% to about 0.15% of the amount...
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