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How We Saved $300,000

Let’s face it, saving money is hard. It requires discipline and determination on an ongoing basis. According to a recent survey by TIAA-CREF, only 56 percent of women express confidence that they're saving enough for retirement, compared to 65...

Do You Really Need a Real Estate Agent?

As the author of 10 best-selling books on real estate, personal finance and business, I’m often asked if hiring a real estate agent is really worth it. The question usually comes from sellers who are under the impression that a seller’s market...

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...

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. —...

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: 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...

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...

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: How Much Is Homeowners Insurance?

How much is homeowners insurance? This is one of the first questions you should ask when preparing to buy a new home. That’s because you need to have a good idea of your total potential housing expenses when determining how much house you can...

10 Ways to Save on Homeowners Insurance

Protecting the roof over your head comes with a price, but it doesn’t have to.

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