Topic: Liz Davidson
Life is full of crossroads where a single decision can have an important influence for years to come. Search for financial planners who have designations and credentials that require extensive education in financial planning, such as the Certified Financial Planner (CFP) designation ...
We've all heard the cliche that if life gives you lemons, make lemonade. It's still important to consider that historically U.S. stocks have performed well, including average returns in excess of a 10% over the 30 years through last ...
If you're like millions of other investors, the number of accounts and bills you have to deal with has grown over time and your financial life has become increasingly complex. You can do the same thing for your finances by making ...
Executives at Prudential first started to notice the change about a year and a half ago.. "It seemed people would benefit from coaching very specifically targeted to helping them get their finances under the most basic control," says Kenneth Dolan-Delvecchio, vice president ...
Is saving on estate taxes and/or income taxes driving your estate planning? com, Liz Davidson, CEO of Financial Finesse, a financial education provider, points out that often times letting tax considerations drive your estate planning can lead to unhappy beneficiaries and ...
We recently took a call from someone whose world was turned upside down by a letter he'd received in the mail. But, unfortunately, he was another person who after the economic crisis found himself having to compromise his personal goals because ...
In the movie Million Dollar Baby Maggie Fitzgerald buys her mother a house after winning several fights. When she met with her accountant, she was told the deductions were "disallowed" this year because she and her husband had made too much money ...
A friend of mine finally was able to retire last year, albeit quite a few years later than he had planned on. He was a tech engineer in Silicon Valley who, like many employees, was rich on paper with company stock options ...
He was solving the wrong problem. It turns out solving the wrong problem is perhaps the most common mistake people make in financial planning. A surprising number are M.B.A. s and Ph.D. s with degrees in business, math, engineering ...
In last week's column, we discussed the importance of not surrendering your money to someone else--always maintaining control, power and knowledge over your financial decisions and your financial situation.. With all the stress we encounter from economic conditions, it is very ...
