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Retire Early With $1M? (Pt. 2)

Submitted by Jeff Rose on Friday, January 23, 2015 - 12:00pm

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?

Real Estate’s Bum Rap

Submitted by Rick Kahler on Friday, January 23, 2015 - 9:00am

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.

Money Dangers of Assuming

Submitted by Joe Pitzl on Thursday, January 22, 2015 - 12:00pm

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?

Investing for Social Good

Submitted by Maureen Crimmins on Wednesday, January 21, 2015 - 12:00pm

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.

How Mergers Can Hurt You

Submitted by Joseph A. Clark on Wednesday, January 21, 2015 - 9:00am

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.

Gen Y Tax Saving Tips

Submitted by Sophia Bera on Tuesday, January 20, 2015 - 3:00pm

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.