Current Affairs

7 Jun 2018 No Comments

The Retirement Pyramid

7 Jun 2018 No Comments

Austin-based RetailMeNot Buys LowestMed

RetailMeNot announced Tuesday the acquisition of LowestMed, a website that compares prescription drug prices and provides mobile or printable coupons. The financial terms of the deal were not disclosed. “RetailMeNot is […]

7 Jun 2018 No Comments

Consider Paying Down Your Mortgage

Tens of millions of Americans can earn a risk-free 3 to 6 percent annual return by paying down their mortgage. Can it get even better? Yes, it’s quite often tax-advantaged as […]

7 Jun 2018 No Comments

What can a 529 be used for? More than you may think

What constitutes a qualified educational expense? When that question relates to 529 savings plans, the answer may be broader than you think. Although 529 accounts are often used to pay for […]

23 Apr 2018 No Comments

5 Steps to Investing Your Health Savings Account

How much does the government want consumers to use health savings accounts to pay for healthcare expenses? So much that it has made the HSA the only triple-tax-advantaged vehicle in […]

23 Apr 2018 No Comments

Why extended warranties are hardly ever a good deal

Cost of a three-year extended warranty for a dishwasher: $157.97. Average cost of a dishwasher repair: $159. The fact that service contracts often cost about the same as a repair […]

26 Mar 2018 No Comments

A ‘dead’ home-equity tax deduction sees new life due to IRS

President Trump’s new tax law has caused concern among homeowners looking to borrow against the equity in their houses. The legislation appeared to eliminate the deduction taxpayers get for the […]

26 Mar 2018 No Comments

‘Nightmare’ for bonds ahead? How to explain it to clients

As investors have recently rediscovered, stocks have risks. So do bonds. When Fed Chairman Jerome Powell recently hinted his agency could boost rates as many as four times this year, […]

30 Jan 2018 No Comments

What Drives Long-Term National Debt Growth?

With the current 106% debt-to-GDP ratio, there’s no doubt that today’s government debt is high. The last time the United States reached this mark, it was during the aftermath of […]

16 Jan 2018 No Comments

Fed Rate Hikes Don’t Have to Translate to Bond Losses

In Periods of Rising Rates, Higher Income Can Help Keep Returns Positive As the Fed continues on a path of gradually raising interest rates, many investors are moving to cash, […]