The world’s most powerful companies use sophisticated strategies to eliminate taxes. If you are a corporate executive, you might be able to take advantage of variations on these strategies – one of them being life and death.
Our first article looked at how a 50-something husband and wife stood nearly a 92% chance of retiring comfortably – and early. An optimistic financial plan for long golden years started with such basics as the couple’s income, travel plans and investments. Where to go from there?
What’s the best way to hold commercial real estate in a retirement portfolio? For many investors, the answer seems to be “not at all.” The reason is that real estate investments have burned people in the past and that stocks get more attention. That’s too bad.
Sure you’re emotional. Everybody is. But when it comes to managing your investment portfolio, your emotion can be a treacherous – and costly – villain.
How often do you make mistakes? Well, “the intelligent investor must focus not just on getting the analysis right. You must also ensure against loss if your analysis turns out to be wrong,” says Jason Zweig, Wall Street Journal columnist and author of Your Money and Your Brain. How can you guard against your own goofs?
Why would anyone want to buy at the top of the market? No one can tell if we are there yet, but certainly valuations are heady – and many stock prices are expensive.
First, a couple of other ways exist to protect the interests of your individual beneficiaries when leaving a fixed-dollar amount to charity from your estate.
Socially responsible investing considers both financial return and social good. This strategy gives you a chance to support the causes you care about, and adds diversification to your investment portfolio.
If someone wants to buy a company you own stock in, do you break out the champagne? Not necessarily. Given today’s burgeoning mergers and acquisitions, investors should approach M&A news with caution. Too many go wrong lately, punishing share prices and investors.
Many young taxpayers miss out on tax-saving opportunities because they just aren’t aware of them. Here are some tax credits and deductions that you shouldn’t overlook.