Month: January 2022

As financial advisors, we like to think of financial planning as a series of discrete practices woven together—like budgeting, investment planning, insurance planning, retirement planning, estate planning, education planning, etc. But I don’t think that’s how non-advisors, and our clients, really see it. Consider for a moment: What are the typical triggers for someone reaching
0 Comments
Sarah Bloom Raskin, in her role as Deputy Treasury Secretary at the Treasury Department in Washington, October 2, 2014. Yuri Gripas | Reuters President Joe Biden will nominate Sarah Bloom Raskin to be the Federal Reserve’s next vice chair for supervision, arguably the nation’s most powerful banking regulator, according to people familiar with the matter.
0 Comments
This image provided by Jeopardy Productions, Inc. shows game show champion Amy Schneider on the set of “Jeopardy!” Schneider is the first trans person to qualify for the show’s Tournament of Champions. Jeopardy Productions | AP Amy Schneider has been on a “Jeopardy!” roll. The Oakland, California-based software engineering manager recently surpassed $1.1 million in
0 Comments
By Richard Eisenberg, Next Avenue Whether 2022 is the year you’ve resolved to manage your money better or you have an adult child or grandchild you’d like to learn some personal finance basics, have I got some books for you! Actually, they’re 13 money book recommendations from my “Friends Talk Money” podcast co-hosts Pam Krueger, Terry
0 Comments
Fewer homes than ever were for sale in December, driving seasonally-adjusted home sales down 3.6%, according to a new report from Redfin, the technology-powered real estate brokerage. This marks the largest month-over-month sales decline since May 2020. Home prices surged 15% from a year earlier, the 17th consecutive month of double-digit increases. “Home sales are slumping, but
0 Comments
You might need to take a little extra time in 2022 to plan your required minimum distributions (RMDs) from IRAs, 401(k)s, and other qualified retirement plans. A few of the rules have changed. Changes affect both original owners of accounts and beneficiaries who inherited them. The starting age for RMDs of account owners was changed
0 Comments