Paper or plastic. Cash or credit. PC or Mac. With May graduations upon us, “college or retirement” is becoming a must-have kitchen table conversation for Millennials (and their parents). According to the Federal Reserve, borrowers under 30 years old held...
You don’t want to owe money come tax time, and you don’t want the Government holding onto more money than is necessary. With a multitude of changes to the tax code, resulting from the “Tax Cuts and Jobs Act of 2017” that was signed into law...
“Someday, I’d like to be able to enjoy my retirement.” “Someday, I’d like to be able to travel.” “Someday, I’d like to be able to relax.” Are you one of the people who talk about “someday” but you lack...
Mutual funds are a passive investor’s dream. They’re cheap, “diverse,” and (usually) well managed. Compared to a savings account, they seem like a fixed race. And they beat CDs (“certificates of deposit”) by a nose. But like...
Marriage: the word itself means to fuse, mix, blend, merge–and yet personalities and pre-marriage spending habits are regularly cited as some of the most contentious and divisive issues faced by married couples. One spouse likes to splurge, the other saves. One...
Millennials (adults ages 18-32) constitute the largest and best-educated age group in today’s society, according to Wendy Wang, co-author of “The Millennial Success Sequence,” with W. Bradford Wilcox, an associate professor of sociology at the...