Articles

The markets are inherently volatile. Remain humble. Diversify. Avoid fear.

Countries must allow all of their populations to participate as fully as possible.

You owe it to yourself and your family to make certain you keep your financial New Year’s resolutions this year.

Scrooge’s riches did not make him happy. Fezziwig’s celebration did not make him poor.

Ebenezer Scrooge’s nephew Fred is the character young people most easily relate to. He is young himself, carefree, in love and enjoying life with his friends.

You can use both investment losses and investment gains to good tax advantage.

If you think hiding money under your mattress is a risk-free way of building wealth, think again.

Unlike Medicare Part B, a Medicare MSA account caps your liability.

In some cases you will have to pay the $135 deductible plus 20 percent of the remaining costs.

Excess contributions to your HSA can be withdrawn after age 65 without penalty just like a traditional IRA.

Use a 529 college savings account to save for college.

Only contributions made to charity before January 1, 2008 can be characterized as qualified charitable distributions.

Below the line deductions are uncertain. Like many items in the tax code the correct answer to “Will they reduce my taxes?” is: “It depends.”

As Glinda advises us, “It’s always best to start at the beginning,” and at the beginning of the tax return is determining your filing status.

Most Americans look backward and only hope that Uncle Sam will return some of what they have already paid, but those with wealth look ahead and adjust their affairs according to the tax code.