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The Costliest Mistakes You Can Make on Your Taxes

What if just a few hours — or even minutes — of effort could result in hundreds, maybe even thousands, more dollars in your bank account? You’d make the effort, right?   Well, maybe. At tax time each year, many of us take shortcuts or overlook...

Ask an Advisor: How Do I Create a Retirement Savings Plan?

My husband and I are in our late thirties, and we're not sure how much we should be saving for retirement. How can we estimate what we'll need and how much we should be putting aside each year to cover it? We both want to retire in our sixties. —...

How to Build Wealth at Every Stage of Your Life

While staying healthy may not always be easy, at least there’s a checklist of steps you can take to skew the odds in your favor. Your doctor — not to mention, any number of reputable health sites — can tell you exactly what to do, and when to do...

7 Warning Signs You’re In Financial Trouble

I vividly remember being in my kitchen a couple years ago and having to decide between two bills to pay: our mortgage or day care. My husband has recently gotten laid off for the second time in four years, and in the meantime, we had doubled our...

Ask an Advisor: What Is the Capital Gains Tax?

What is the capital gains tax, and how can I calculate mine? — Elyse, New Jersey We all know that the IRS wants a piece of everything we earn, whether it’s our salary or investments. Generally, the capital gains tax is a percentage owed to the...

10 Habits of High Net-Worth Women

As a financial advisor, I have occasionally found myself feeling envious of certain clients. Not because of their wealth — but because they were disciplined and determined enough to do all the right things that enabled them to accumulate their...

Ask an Advisor: What Is the Inheritance Tax?

What is the inheritance tax? Receiving an inheritance usually comes with paying an inheritance tax, depending on where you live or where the deceased lived. An inheritance tax is a state tax (or county tax, in one case) imposed on beneficiaries...

9 Things I Wish I Knew Before I Bought a House

After years of moving in and out of apartments, my husband and I were confident that we were ready to take the next step and become homeowners. So we started looking for houses — the way we looked for apartments. How big were the closets? Would...

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