- An adult child may want to consider funding an upward trust for a parent who needs income. The...
- A T. Rowe Price survey of investors ages 21 to 50 lists five top financial goals: saving for...
- A December 2012 study by Dealogic shows the U.S. still greatly leads every other country when it...
- According to energy economist Philip Verleger, “The U.S. is going to be the low-cost industrialized...
- The table below shows global GDP for 2012, according to the IMF.
- The table below shows the 2017 projected cost per megawatt hour of electricity, according to the...
- An often-cited guide to home affordability is the “28/36 rule.” This guideline states that < 28...
- The Vanguard Balanced Index Fund constantly maintains a 60/40 (stock/bond) mix; the equity portion...
- A 2009 study by the National Financial Capacity found that 48% of those surveyed believed that...
- The average monthly cost of a room in an assisted-living facility ranges from $3,000–$4,000 in most...
- Medicare Parts A and B cover hospitalization and doctor visits for most people age 65 and older. A...
- A December 2012 WSJ poll shows what its readers invest in for income, beyond conservative bonds:...
- Suppose you have a client with $1 million who needs current income for the next 30 years. Assuming...
- There are 29 states with “financial support” laws that could result in a patient’s adult children...
- Suppose you had a client with a $1 million nest egg (½ stocks and ½ bonds) who began taking...
- As of November 2012, roughly 46 million U.S. households (two out of five) held a combined $5...
- Each day, 182,000 people visit a Social Security office. One strategy considered by married couples...
- Advisors who have clients converting a traditional IRA into a Roth IRA should consider the...