Special Coverage: Wealth Matters
Wealth Matters: What you risk if you leave Earth without a will
Passing without a will, as singer Aretha Franklin did recently, creates unnecessary hassles and enormous expense for one’s heirs. Yet, 2 out of 5 Americans over 45 do not have a will, writes Heather Belli of Willow Creek Wealth Management.
Wealth Matters: How to discover if you have enough saved to retire
Here are several factors you should consider to reach adequate retirement savings by age 65, writes columnist Dave Homan of Willow Creek Wealth Management.
Wealth Matters: Good news for philanthropic IRA owners
Over age 70? A qualified charitable donation (QCD) from your individual retirement account (IRA) this year could lower your tax bill, writes Jason Gittins of Willow Creek Wealth Management.
Wealth Matters: Pass that torch for your business. Don’t die with it
While some can’t wait to retire to start doing all those things they've been postponing, others will "die with their boots on" without plans for their businesses' future, writes columnist Bruce Dzieza of Willow Creek Wealth Management.
Wealth Matters: About that friend making a stock market killing
This is what makes the stock market so beguiling: the potential for somebody without skill or knowledge to make a lot of money. Columnist David Lawrence of Willow Creek Wealth Management shows you what’s really going on.
Wealth Matters: Check your financial first-aid kit
Emergency-planning usually includes food, water, supplies and plans for what you and your family will do. Often overlooked, however, is your financial first-aid kit, writes columnist Heather Belli of Willow Creek Wealth Management.
Wealth Matters: Are emotions sabotaging your investments?
“A fear of losing too much too soon can make one jump out of the market too early,” writes columnist Jason Gittins of Willow Creek Wealth Management.
Wealth Matters: Fear running out of money in retirement? Consider this.
Reverse mortgages, under specific circumstances, may help you plan for retirement. Here are the pros and cons, writes Heather Belli of Willow Creek Wealth Management.
Wealth Matters: Still buying diapers? Don’t forget about college
The earlier you begin to save for college, the longer you can save and benefit from tax advantages.
Wealth Matters: Who’s minding your finances?
Nonfiduciary investment advice costs American investors 1 percent of their return annually, writes columnist Dave Homan.
Wealth Matters: Is now a good time to get into the market?
Now is a good time to get into the markets, if you are investing for the long term, writes columnist David Lawrence of Willow Creek Wealth Management.
Wealth Matters: 6 year-end steps to lower your taxes
Take action with these six tax-smart strategies you can implement now that will reduce your tax bill come April, writes columnist Bruce Dzieza, CFP.
Wealth Matters: 3 ways HSAs help you save for retirement
Many people don't realize that a health savings account, or HSA, can be a powerful retirement savings vehicle.
Wealth Matters: 10 commandments of retirement planning
These 10 basic steps are for anyone preparing for retirement.
Wealth Matters: Good news on college financing
Fretting about income or savings to pay for college? Here is some good news for you.
Wealth Matters: Protect your finances as you age
Aging can eventually reduce our ability to manage money and make sound financial decisions. Here are essential tips for getting ready.
Wealth Matters: Psychology of investing
The emerging field of behavioral finance meets at the intersection of economics, psychology and decision-making. This final field, decision-making sciences, is opening up exciting findings as researchers dig into why humans decide to do what we do.
Wealth Matters: Financial pros, cons of marriage
Marriage is one of the most important life decisions anyone can make. The U.S. Supreme Court decision to legalize gay marriage nationwide has reminded everyone that they should also consider the financial advantages and disadvantages of the marital state.
Wealth Matters: Six financial steps when there’s a family death
No one can fully prepare for the death of a spouse or close family member, or dear friend. But the less we know and the less we are prepared, the more complicated dealing with financial issues that arise after a death can become.