ADVERTISEMENT

Investing

As The Portfolio Turns

Meet Julie, a 34-year-old physical therapist who is trying to set up a retirement account for herself. She goes to a party and meets Jim Bond, an older gent with an air of mystery about him.Julie: Do you think that dip has sour cream in it? I'm...

Wall Street Charmer

Worth a second look You know that low-key guy—the one in the next cubicle, or down the street—who's not exactly a hottie, but... he has something going on? In the investing world, that quiet charmer would be the exchange-traded fund—known by his...

$50/Week x 45 Years = $1 Million

  Sophia Bera is an associate planner for a fee-only financial planning firm in Minnesota. She just passed the exam to become a Certified Financial Planner and will get her CFP designation in August.Here's the math Many people think: “I’ll never...

Saving Your Retirement

  Be calculating How much money do you need to save for retirement? That's a good—and complicated question. Let's keep it simple. For now, you're going to nail down a ballpark figure.Goose egg or nest egg? Use online calculators with caution. They...

A Mortgage that Pays

  Easy money Reverse mortgages sound like a godsend for older folks who need cash. But if your mom and dad are considering one, pay attention. Seniors who qualify can "reverse" their mortgage and withdraw a wad of home equity in the form of a...

The Gymnastics of Investing

Gotcha! Deep in DailyWorth headquarters, we are preoccupied with one thing: Building your worth. So when it comes to investing, we look for any way—including standing on our heads—to grab your attention. Pathetic? No. Cunning! Be honest: If you...

Do Green Funds Yield Greenbacks?

  For love, not money For years, investment pros looked askance at so-called socially responsible investing options (SRIs). Sure, investing in green causes was fine for tree-huggers. But nobody with an ounce of financial sense would pick values...

Your Retirement: On Target

  Fairytale gone wrong Once upon a time, about 15 years ago, a fierce dragon was terrorizing a small village... Wait, sorry! Wrong story. Back in the 1990s, a terrible retirement problem was looming. Traditional pension plans were disappearing,...

ADVERTISEMENT
ADVERTISEMENT
ADVERTISEMENT

© Copyright DailyWorth 2014