Six Simple Ways to Value a Stock
Valuation methods can speed up the decision making process for investors. Depending on individual approaches, ratios determine action.
Author Archive: Mark Dennis, CFP®
Looking for Income? Consider REITs
REITs allow individuals to invest in large-scale, income-producing real estate. REIT performance has varied historically with a total annualized return of 11.78% over the past 10 years, and a 19.70% return in 2012!
Tips for Improving Your Credit Scores
Generally speaking, the higher your score, the lower the perceived risk to the lender and the more attractive the interest rate you will be offered
What Are Your Rights as the Beneficiary of a Trust?
Being a beneficiary in a trust is usually a comforting event financially, albeit not always without complications or consequences
Divorcing Later in Life? What to Know
With divorces over 50 on the rise, know about the 9 community property states because their laws divide all assets equally, no matter who brought them in or inherited them.
Income from Real Estate as a Lazy Landlord
The purchase of a family home represents a typical investment in real estate for most Americans, but one that rarely generates income.
When Should You Collect Social Security?
Your Social Security monthly payment is based on your earnings history and the age at which you begin collecting compared with your “normal retirement age.”
Custodial Accounts: A Way to Transfer Wealth
Not everyone is a tight as Warren Buffett when it comes to transferring wealth to your offspring. Here is advice on how to gift assets smoothly.
The Tax-efficient Retirement
Many financial advisors are beginning to realize that planning for a tax-efficient retirement is more complicated than previously realized.
Asset Location: Handle With Care
As governments are looking for a bigger share of your nest egg, it becomes crucial to consider how and where to locate your assets.
How to Calculate Your Retirement Needs
With a rapidly aging baby boomer generation, the harping question is now how to have enough money to last through retirement.
Official Inflation Rates Keep Falling: How Long Can it Last?
The official numbers indicate that inflation is still dropping. Hard to believe but either way time to diversify investments is imminent.
A Long-Awaited European Recovery?
Even though banks are still slow to make much needed loans to regional businesses, European economy is in recovery.
Six Tips on How to Manage an Inheritance Well
No inheritance is ever cut and dried. Here are at least 6 tips to consider. Make sure to consult with a professional in tax and estate planning.
Dividends: A Bird in the Hand
The S&P 500 stocks are sitting on an estimated $1.1 trillion in cash with record earnings. Some of that money will eventually find its way into the pockets of patient investors.