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Author Archives
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Municipal bonds and low tax bracket investors
Municipal bonds can be a good investment, but they’re not for every portfolio.
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Capital gains exclusion on home sale
Be sure to follow the rules so you don’t lose a capital gains exclusion on your home sale.
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Removing an authorized user from a credit card
Changes to your credit cards mean changes to your credit score.
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What are my best options for Social Security?
When cash flow is an issue, waiting for the biggest Social Security payment isn’t always an option.
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Strategies to pay off credit card debt
Strategies to pay off credit card debt.
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Selling stock without a broker
In a few steps, you can sell your stock certificates without a brokerage account.
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6 things your nonprofit should expect—but might not be getting—from your investment advisor
Nonprofits need a financial advisor as part of their team. Here’s what you should expect from yours.
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Moving costs vs. staying put. Is it worth the cost to downsize?
Moving costs can be pricey, and they have to be part of the math if you’re thinking of downsizing.
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Improving credit score for a refinance
The better your credit score, the better your refinance options.
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