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Money & Culture

Where to Get More Bang for Your Buck on Vacation This Year

Haven’t planned your vacation yet? If you need inspiration, look at where your dollar will go further and plan an international destination. The dollar is stronger against many currencies, and the added purchasing power might mean getting better lodging, cheaper meals, and more lucrative shopping sprees. Travel experts give their views on this year’s top international travel ...

May 19, 2017

Taboo Topic: 4 Reasons It's Hard to Talk About Money

Money talk. Sure, you might talk in generalities about the stock market rally, taxes, or the spiraling costs of college and health care but, when it comes to your own ...

May 12, 2017

Got Teens? Time to Teach Good Money Habits

Good money habits are an essential life skill, and parents can start explaining financial lessons with their teenagers. In addition to teaching kids the importance of saving ...

May 5, 2017

Family and Finances: The Working Mom Balancing and Saving Act

As a mom, you aren't just involved with keeping the family on track and managing the household’s calendar of events. Often, mom is also in charge of the family budget.

April 25, 2017

After Tax Day: Tips to Help Make Next Year’s Taxes Go Smoother

The April 18 filing deadline has come and gone. How did it go? Did you file a month ago, or did you scramble to finish by 11:59 p.m. that night? Or, worse yet, did you ...

April 21, 2017

Taking a Spirited Look at the Booze Industry? Here are a Few Thoughts

You might kick back with a drink on Friday afternoon or take part in a happy hour special, but perhaps you should consider distilling a bit of information about the booze ...

April 14, 2017

Hey, Procrastinators: You Still Have Time to File Your 2016 Taxes

Are you a perennial procrastinator on income tax filing? Lucky you—you get a few extra days this year, as the filing deadline is April 18. And, by the way, you’re not ...

April 7, 2017

Paying for College? Here’s How to Use those Savings Plans

So your child has been accepted to his or her dream school—or at least the college that offers the best fit. Congratulations! Now come the bills. It’s time to ...

April 7, 2017

Get Covered with the Basics of Non-Covered Basis

The fast-approaching April 18 tax deadline is looming in the not-so-distant future. You’ve received your 1099-B, so you’re all set to start filing your taxes. But then...

March 31, 2017

Fixed Income Reporting: Understanding Adjustments to Your Cost Basis

Over the years, Hollywood has developed quite a love affair with Wall Street. In typical Hollywood fashion, ...

March 28, 2017

Tax Myth Buster: Do Corrected 1099s Mean Broker Mistakes?

True or false? A corrected 1099 form must mean your broker made a mistake. False. Although your broker is...

March 24, 2017

To File or Not to File a Tax Extension: That Is the Question

Is this the year you should file an extension? This is a question that annually repeats itself. And for each individual, the answer will be ...

March 17, 2017

Want to Trade U.S. Securities as a Non-U.S. Taxpayer?

It is human nature to organize things (unless you’re a teenager, where disorganization is often king). Likely, you have a special sock drawer dedicated ...

March 17, 2017

Baby Boomers Helping Their Millennial Adult Children Raise Kids

For 26 million millennials, parenthood has been added to their lineup of accomplishments. According to the most recent figures from the U.S. ...

March 10, 2017

Daylight Savings: Now May Be the Time to Install Solar Panels

Been thinking about installing a solar energy system, but haven’t gotten around to it? The time to act might be now, while federal tax incentives remain. Solar energy ...

March 3, 2017

Five Things to Know Before Starting Your 2016 Taxes

Filing taxes is never fun and it’s sometimes not easy, so you can be forgiven if you’ve put it off. Before you begin this annual task, there are few things to keep in mind ...

February 24, 2017

Job-Hopping? Don’t Skip These Retirement Ideas

Trends come and go, but one trend that seems to be continuing is job-hopping. It wasn’t too long ago that the American Dream involved getting on with a company ...

February 17, 2017

New to Filing Income Taxes? Tips for Your First Tax Return

Is this the first year you’re filing an income tax return? Welcome to adulthood! While we all know that “adulting” can be challenging, filing income taxes ...