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Minimizing Taxes When You Inherit Money
Illustration by Cha Pornea Unless you spend your winters in Aspen and your summers in the Hamptons, you probably don’t have to worry about paying
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More Than Just Rates: How to Compare Homeowners Insurance Policies
Buying a homeowners policy for the first time — or shopping around for a new one — can be a challenging experience. Homeowners insurance can seem very complicated, particularly when most of us just want good coverage for our home for common disasters from a reputable insurer at a good price. The first step in a hunt fo
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Planning a Major Home Renovation? 3 Smart Ways to Finance It
Careful planning is key to keeping your project on track and avoiding unpleasant financial surprises along the way.
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Second Marriage Financial Checklist: 7 Planning Items To Consider
Before my wife and I got married we had the “money talk”. Since we were relatively young, and neither of us had that much money, the talk was pretty short.
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Smart Strategies for Couples Who Run a Business Together
Gail Nott was a marketing consultant and her husband, Cory, a tech consultant, when they joined forces in 2018 to help other consulting and coaching businesses expand. Married since 2005, Gail, 46, and Cory, 53, of Nicasio, Calif., found it tough going at first.
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Stay Ahead Of The Talent Trends And Build Your Workforce
We all know that company. We may be that company. Call it Company A: coming out of the pandemic strong with a bold plan to infuse their workforce with a big hiring boost.
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Succession planning: A CIO imperative
As far as professional development goes, Sarah Naqvi’s meteoric rise to executive vice president and CIO at Maryland-based food service company
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Succession Planning: Preparing For The AI-Fueled Future Of Corporate Finance
The greater danger now isn’t moving too fast on transformation — it’s moving too slowly while the talent, technology and organizational foundations of finance shift beneath our feet.
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Supercharge Your Retirement Savings With A Backdoor Roth IRA
One of the best places to park your retirement savings is Roth IRA. Your contributions grow tax-free to save you money every tax season. The only problem is that high-income earners may not qualify for Roth IRA. I’m going to let you in on an open secret called the “backdoor Roth IRA.” Despite the semi-illicit name, a b
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Teaching Kids About Money: 5 Concepts to Know
When it comes to kids, money habits are ingrained by the age of seven?1 In fact, you can start introducing money concepts to kids as young as three years old. Remember, though, that even as you introduce money topics early, lessons need to be age appropriate. And, parents with older kids, don’t despair – habits can be