The following is an in-depth collection of key reads, published by Sensible Financial, regarding various topics related to your personal finances and investing.
Updated: September 1, 2015The end of the year is a traditional time for charitable contributions. Why? Many people do some assessment of their income tax …
Updated: September 1, 2015Wait! Before you move on to your next e-mail, thinking “my kids are through college,” consider for just a moment – you …
Updated: September 1, 2015Lots of people are leaving money on the table, turning down money their employers want to give them. They are giving up …
Updated: September 1, 2015These are definitely challenging times for savers and investors, with the US stock market (still)¹ down from its peak and war in …
Updated: September 1, 2015Mom told us to dress warmly, eat well, wear clean underwear and always hold a diversified investment portfolio. Well, the first three …
Updated: September 1, 2015We humans focus on what we are shown. This tendency makes magic work. The magician fools our eyes by making large and …
Like what you’re reading? Sign up for our monthly newsletter to receive the latest articles straight to your inbox.
Updated: September 1, 2015
Separately Managed Accounts (SMAs) …
Updated: September 1, 2015The highly publicized collapses of Enron and WorldCom destroyed many 401(k) accounts, devastating the retirement hopes and plans of many thousands of …
Updated: September 1, 2015You may have heard or noticed that the stock market has been going through a bit of a rough patch. As of …
Updated: September 1, 2015What can we learn from the Madoff fraud? Let’s start by listing what we know about it:The investor group seemed like a …
Updated: September 1, 2015April 15 has just passed¹. With a little luck, you may have come into some extra money – Uncle Sam or your …
Updated: September 1, 2015The end of the year is upon us1. Your tax advisor (if you have a tax advisor) may be asking you how …
Updated: September 1, 2015How can you take advantage of dividend and capital gain tax rates at historically low levels?Sensible Financial™ identifies 4 specific strategies you …
Updated September 1, 2015Have you seen the simplified 1040? It looks like this:How much money did you make last year? ________________ Send it in ________________No …
Updated: September 1, 2015The US Congress, in the Tax Increase Prevention and Reconciliation Act (TIPRA) of 2006, eliminated the income limit for conversions from pre-tax …