Personal Finance from

  • What Wealth Isn't
    True wealth has staying power, and yet portfolio values, interest rates, career plans, expenses and other variables are all changing constantly.
  • 7 Common Estate-Planning Blunders Not To Make
    These missteps?like not thinking through your trustee choice?can negatively impact loved ones. Pros pinpoint the errors to avoid.
  • Finances For The Newly Divorced Made Easy
    If you are recently divorced or about to be you are probably scared stiff about your financial future.  Regardless of your current situation, you have to redefine yourself financially once you cut the cord and that’s frightening.
  • The High Cost Of A Bad Marriage
    Money problems are frequently cited as a source of friction in marriages, and there is no doubt that bad finances can put a strain on a marriage. However, you can also turn that around and look at it the other way: A bad marriage can put an awful strain on a couple's finances.
  • Avoid Being An Out-Of-Style Investor
    Beating the market using mutual funds isn?t easy. The hope of finding fund managers who steadily beat their benchmarks may seem like a worthwhile venture, but the only people who seem to earn steady profits from active mutual fund strategies are companies selling products. A persistent ?performance gap? exists between investor returns and the returns of the funds they invest in.
  • What Makes Emerging Markets Great Investments?
    What makes emerging markets so great? They're mostly resource rich, have low or manageable government debt when compared to the developed world, and are fast becoming the drivers of world GDP. A slideshow look at what makes emerging markets -- and their biggest companies -- better long term investment strategies than the US.
  • Avoid The Wild West in Frontier Funds
    There's nothing wrong with investing in growth markets around the world. They offer considerable potential.
  • Grandfather Beats IRS In Tax Court Without Lawyer
    I always love it when regular taxpayers beat the IRS in Tax Court without using lawyers.  Of course, then I get annoyed with the IRS for chasing the wrong people.  The most recent case of that sort I have noted  is that of James Edwards Roberts. Mr. Roberts was in Tax Court over a deficiency notice of $8,274.  The case was about the ordinary taxpayer trifecta - dependency deductions, earned income credit and head of household status. The wrinkle that might have thrown the IRS off is that Mr. Roberts was the children's grandfather.  Here is the story.
  • Sonova Hearing Aid With Smartphone Connectivity Catches Investor Attention
    Sonova isn't widely known among U.S. investors but this major provider of innovative hearing solutions generated sales of over $2 billion last year.
  • Social Security Q&A: Should both Spouses File & Suspend, Collect Spousal Benefits, then Switch to Retirement Benefits at 70?
    Social Security may be your largest or one of your largest assets. How you manage it, by deciding which benefits to collect and when, can make an absolutely huge difference to your lifetime benefits. And those with the highest past covered earnings have the most to gain from maximizing their Social Security.


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