Grow
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,”... ➡
“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... ➡
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... ➡
Get More in March
Like you, I want to feel that my money—and my time—is well-spent. That’s why I love discovering (and sharing!) little gems that make me feel like I’m getting more every day. I started saving money for my almost-two-year-old daughter’s college... ➡
Get a Return on Responsibility
Your money reflects who you are. You buy organic, recycle, and generally try to live a good life. You want your portfolio to reflect those ethics. But investors who want to add “doing good” to their returns have to be savvy, even when considering... ➡
Turn Down the Volatility on Your Investments
Looking for an antidote to the queasy feeling you have about the markets? Low-volatility exchange-traded funds (ETFs) could be the tonic you’re looking for. In general, ETFs offer investors a cheaper and (in some ways) easier means of getting... ➡
Harvest Time for Taxes
The stock market may be surging today, but it hasn't exactly been a banner year for investing. If your portfolio is showing more red than a Valentino runway show, don’t get mad, get tax-savvy. Selling investments at a loss can generate a nice tax... ➡
