Latest articles by Joelle Spear, CFP®
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Perplexed by the Gift Tax? Here Are Answers to 10 Common Questions
taxes Generous gifts can sometimes come with tax consequences, but in general, only very wealthy people need to worry about gift taxes. Still, there could be IRS paperwork involved.
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Estate Planning Checklist: Five Tasks to Prioritize
estate planning Doing these things now, while you’re still physically and mentally healthy, will make things considerably easier for you and your loved ones when the time comes.
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Medicare Checklist: Avoid Costly Enrollment Mistakes
When you sign up for each part of Medicare matters, as one man's recently publicized issue shows. This enrollment checklist flags important info you need to know.
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Healthcare Cost Basics: What They Are and Ways to Save
health insurance From premiums to co-pays and co-insurance, healthcare is one savings goal you can’t afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
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Hiring a Nanny, Housekeeper or Caregiver? Financial Tips for Household Employers
taxes Thinking about hiring a nanny, housekeeper or caregiver? Make sure you understand your obligations as a household employer as far as taxes, payroll, W-2s and even insurance go.
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A Financial Adviser Shops for Her Own Disability Insurance
Smart Buying Follow along to learn about the decision-making process for how much and what kind of coverage you might need for yourself.
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Selling Your Stuff: The Tax Dimension
taxable income Thinking about clearing out your collectibles or selling off the antique furniture Grandma left you? Be careful, because the IRS may want a cut of your windfall.
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Choosing a Financial Adviser: The Fiduciary Dimension
Financial Planning Do you know what a fiduciary is? Is the financial professional you're working with a fiduciary? Here's how to find out, and why it's important to know.
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Thwarting the Robocaller Invasion
Scams Consumers have an array of weapons at their disposal in the fight to help keep those infuriating interruptions at bay.
Scams
