Advisors

The financial impact from uncovered health-care expenses can be a shock and even affect a person’s financial wellness. But there are ways to alleviate the stress. Let’s create a scenario. Elizabeth is a single mom with two children. She was at home when she suddenly experienced troubling symptoms that turned out to be a heart
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For retirees who have recently elected to take Social Security benefits, this could be the first time they see a “real increase” in their monthly checks, Joe Elsasser, president of Covisum, a provider of Social Security timing software, previously told CNBC. For those who are collecting an average Social Security benefit of about $1,400, the
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Rising interest rates are to blame. With the Federal Reserve Bank continuing to hike the short-term fed funds rate, longer-duration investment-grade bonds with historically low yields have suffered. “The hit from interest rates has been a big deal,” said Elaine Stokes, a fixed-income strategist and manager of several bond funds at Loomis Sayles. While the
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Sandberg’s late husband, Dave Goldberg, was the CEO of SurveyMonkey. SurveyMonkey’s prospectus lists Sandberg’s ownership of the company through a revocable trust as 10.3 million shares, or 8.4 percent of the company after the offering. Sandberg’s charitable plans are part of her plans to participate in the Giving Pledge, whereby some of the world’s wealthiest
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If you want to give money to charities you believe in, you may want to consider two strategies that can help you boost your bottom line. Instead of giving cash, try donating appreciated securities, such as stocks or mutual funds, according to certified financial planner Sophia Bera, founder of Gen Y Planning. If you itemize
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Each person’s individual investing strategy may be different, but there are things every investor should avoid. Many individuals start investing with little to no education about the markets and learn the hard way by losing money. Instead, take note of these four investing mistakes. 1. Trying to time the market. Popularized by film and social
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Depending on where they lived, consumers had to shell out anywhere from $3 to $10 per freeze and then another fee to lift the freeze. “Paying a fee for freezes added insult to injury because the person doing it probably had been victimized,” said John Heath, directing attorney at Lexington Law in Salt Lake City.
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