Category: Protect
Affluent: Income Rich vs. Balance Sheet Rich
Are There Really Safe Investments?
Capital Gains Taxes: 5 Basic Things to Know
Selling a stock at a gain may be cause for celebration. But depending on my income level in a certain year and the type of account in which I held the investment, I may owe as little as 0% or as much as 20% of my profit in federal income taxes. Here’s what to know about capital gains taxes and techniques for legally minimizing your tax bill.
Average, Compound, and Sequence of Returns: Why They Matter
How to Become a Millionaire: Tips from The Fidelity Millionaire Outlook Study
You don’t have to inherit a trust fund or run a business empire to become a millionaire. According to the a Fidelity Millionaire Outlook Study, specific money-related behaviors can get you there.
Why (and How) to Engage a Financial Adviser
Recently, I wrote a series on financial advisers. I shared my bad experiences and covered many of the worst practices of financial advisers. Now that you know what to avoid, here’s what to look for in a financial adviser.
