Times have changed. And yet, they remain the same.

As the No. 1 pick in last year’s NBA draft, Ben Simmons will earn an average annual salary of approximately $6 million — double that earned by David Robinson, the first player drafted in 1987, the year I was selected by...

Lin-Manuel Miranda is doing pretty well for himself these days.

But when the creator of the Tony-winning musical “Hamilton” was in his 20s, he made a financial mistake that a lot of people in their 20s and 30s might also be making today. The author and actor admitted in...

March 27, 2017

Sooner or later you will look at a Schedule B and wonder what the heck your client invested in.  I have marked up a schedule B highlighting typical pitfalls you can help your clients avoid.  Just click on the yellow bubble for commentary. 

Please click here to...

The self-employed can use an IRA to put away for retirement and boost their savings at tax time, according to this Motley Fool article. Employers can make contributions to a SEP-IRA for all their employees, while small employers who hire fewer than 100 workers may opt...

Risk is the likelihood of an undesirable outcome. Every action includes an element of risk.

Philanthropy is no exception to this rule. In fact, charitable donations—because they seek to solve seemingly intractable problems—are often referred to as society’s ultimate “ri...

Many wealth managers and estate-planning advisors will counsel their high-net-worth clients to purchase life insurance policies inside of a trust. Trustees, which are often professional management firms, then maintain the policies, which are often professional manageme...

Draymond Green has a big financial goal: to become a billionaire.

The NBA All-Star, who plays for the Golden State Warriors, made $850,000 as a 22-year-old in his debut year in the league. He later signed a five-year deal for $85 million, according to published reports.

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If you own bonds or have money in a bond fund, there is a number you should know. It is called duration. Although stated in years, duration is not simply a measure of time. Instead, duration signals how much the price of your bond investment is likely to fluctuate when...

Are you a newly minted independent contractor? If you got self-employment income from a side gig or your own business in 2016, it’s not too late to divert some of it into retirement savings and get a tax break, even if you don’t have the cash on hand. The solution: a S...

Tax season successfully opened on January 23, 2017. If you're one of the estimated 157 million taxpayers who will file an individual income tax return this year, here's your quick cheat sheet for figuring out which tax form to file. For a deeper dive into the requireme...

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