ADVERTISEMENT

Investing

Should You Convert?

What's the big mystery around Roth IRA conversions this year? Not only were the income caps lifted this year—a big deal for those with a modified adjusted gross income of more than $100,000—if you convert to a Roth by December 31, 2010, you don't...

Plan Like a Woman

For decades, financial advice has been dispensed as a one-size-fits-all proposition. Since it all boiled down to dollars and cents—profit and loss—what did it matter whether you were male or female? Now, a raft of new research suggests that...

Small Loans for Small Bills

Times are tight. For the first time in a while, you may have trouble paying bills. What to do? You may have noticed an icon on the page of your utility statement online for a service called BillFloat. As the name implies, BillFloat offers...

The Dollar Value of Professional Advisory

  A study by Prudential this year found that only 19% of women feel very comfortable letting a financial advisor guide their plans. In a way, that's understandable. This survey and countless others also find that many women lack confidence when it...

How to Ladder a CD

  Your savings is sitting in some near-zero interest account and it's driving you crazy.Solution: Make the most of available interest rates—a tad low these days—by setting up a laddered portfolio of CDs.(Err, what's a CD?) CDs, or certificates of...

Step 4: The No Sweat Filing System

  This week, let's work together on 5 small steps that will enable you to worry less and feel more in control—so that it takes less effort to manage your finances this fall. Most people don't know which financial documents to keep and which to...

Review: New Site Takes the Stress Out of Investing

  Square one Every day we get the same plea from readers: "I have a little money to invest, but where do I start?"Betterment, which offers online investing accounts with built-in portfolios, is an interesting solution for the getting-started...

Decoding Financial Adviser Alphabet Soup

  Is an MBA better than a CPA? Is a CDFA more qualified than a CFP? How do you sort through the alphabet soup credentials to pick the right financial adviser? We'll tell you, PDQ: CFA—A chartered financial analyst is a prestigious designation,...

ADVERTISEMENT
ADVERTISEMENT
ADVERTISEMENT

© Copyright DailyWorth 2014