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Money Report: Love and money

Money Report: Love and money

Valentine’s Day is a day for candy, special events and quiet candlelit dinners. For some, it’s a time to express love and gratitude to their partner; for others, an opportunity to renew and rekindle a relationship. It may seem an awkward time to talk about money.  That conversation can often cause words of love to decay into uncomfortable and angst-filled silence. While a meaningful dialogue on this day might seem unromantic, Valentine’s Day can present an opportunity for a fresh start.

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Money report: making losing stocks pay out with a 'wash sale'

Money report: making losing stocks pay out with a 'wash sale'A volatile year in the stock and bond markets means many investors are looking at losses on stocks or mutual funds they have purchased.  As we approach the end of 2011 i...
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Money Report: Making money last

Many investors tend to underestimate their life expectancy, and in doing so miss a critical element in the calculation of future income. To avoid running out of income or...

Money report: Making charitable donations count

Money report: Making charitable donations countThe lion’s share of charitable contributions every year are made between October and Dec. 31, so the last three months of the year present a window of opportunity for y...
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The Money Report: Social Capital. Maximizing your charitable impact.

The Money Report: Social Capital. Maximizing your charitable impact. Late last year the president signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act. One of its important provisions reinstated for...
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