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Protecting Your Plan

You’ve consulted with your adviser about your portfolio and estate. Now it’s time to talk about an issue you might not have considered: an integrated insurance plan. “Too many people believe that a financial plan is about saving and investing,”...

Jean Chatzky’s New "Money Rules"

Michael Pollan condensed all the literature about healthy eating into one simple mantra: “Eat food. Not too much. Mostly plants.”  Jean Chatzky took the simpler-is-better idea, multiplied it by 94, and published “Money Rules,” a bite-sized book...

Planting the Seed

File it under “facts I wish I’d known when I was 30.” You need a little pot of money stored away for when your parents age—especially if you’re a woman. Some two-thirds of caregivers are female relatives, and I’m now one of them, coping (along...

“Until it’s liquid, it’s not yours”

Clink! MoreWorth’s casual correspondent, Alison Brower, learns why liquidity matters, Over Drinks with Laurie C. Kamhi, SVP, Merrill Lynch Private Banking and Investments. When I walk into a client’s office, I tell them, “I don’t care if your...

Do a Little Math for Your Biggest Refund

Everyone wants to save money on their tax bill. But nearly two-thirds of taxpayers never itemize their deductions—a move that could add up to giving the government free money. If your itemized deductions are more than the standard deduction,...

Plot Your Course with a Financial Planner

You talk a good game about hiring a financial planner. But do you know what you should discuss—or how often you should meet—with your adviser? “Women tend to think differently about money than men,” says Susan John, chair of the National...

Why AMT is Still on the Table

Want to avoid the Alternative Minimum Tax? We don’t blame you.  Alas, we Googled around, interviewed experts, and learned… there ain’t nothin’ you can do about it. The AMT is a “parallel tax” that was created in 1969 to prevent extremely wealthy...

The Elation of Saving

When I left my tax guy’s office on March 14, I tweeted that I loved him. I did—in the pure, giddy way that you love someone who tells you that you’ll be $1,500 richer in a week. The only question: What was I going to do with my refund? First, I...

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