Avoid Probate with Irrevocable or Revocable Living Trusts
Using revocable living trusts and Irrevocable Trusts can help you ensure that your estate avoids probate and that it's distributed as you wish.
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life insurance Archives
Stock Buybacks Surged in 2021—What’s Ahead?
Stock buybacks continued to climb last year. But are dividend-paying stocks better investments? Let's weigh the pros and cons.
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Prepaid Funeral Expenses and Your Estate Plan
If you haven't given any thought to prepaid funeral expenses, it's worth considering to ensure your final wishes are carried out and to take care of mourning loved ones financially.
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3 Under-the-Radar Bank Stocks to Consider
As the global economy has recovered from the pandemic, banks are leading the way. Here are three under-the-radar bank stocks I like today.
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Understand Direct Term Life Insurance Advantages for Peace of Mind
Using direct term life insurance is a way to have quick and personalized life insurance that fits your family’s needs.
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Solo 401(k) Providers and the Pros and Cons
Knowing what Solo 401(k) providers can offer will help you determine if it is the right kind of retirement investing for you.
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Using a SLAT Trust to Realize Estate Planning Benefits
Making a SLAT trust can lead to lower taxes for a donor’s taxable estate, but be sure to understand the possible downsides as well.
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Estate Planning Done Right—to Avoid Taxes and Protect Your Heirs
No one wants to talk about dying. But, as the quotation often attributed to Ben Franklin says, “nothing is certain but death and taxes.”
And if you don’t make plans for what happens to your assets after you die, Uncle Sam—as well as several governments—will...
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The 2 Best Asian Bank Stocks to Buy Now
Asian bank stocks are a good way to play the post-Covid rebound in places like Hong Kong and Singapore. Here are my two favorites.
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3 Things Your Financial Advisor Won’t Tell You
If you're preparing for retirement, a financial advisor can help. But here are three things you should know going in.
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Why Equitable Holdings Stock is Undervalued
Equitable Holdings stock is a long-term value play that's been undervalued by Wall Street but that should outperform over the long haul.
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Want Investing Profits in the Post-Virus Era?
The coronavirus pandemic has created precipitous drops in the stock markets, the likes of which we have not seen since the 2007 recession. And while it’s emotionally wracking to see the stock market take the huge swings we’ve seen in the past couple months,...
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5 Keys to Pandemic Stock Portfolio Management
Portfolio management is always a huge key to investing. But now there's a new wrinkle: pandemic stock portfolio management. Here are 5 things to consider.
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5 Life Insurance Stocks to Buy Now
Life insurance stocks aren't glamorous. But they've been steady, reliable risers these last three months, and remain undervalued. These five stand out.
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Why Takeover Targets Abound Among Financial Stocks
Financial stocks, namely those in the investment, life insurance and annuities realm, are so cheap that many have become takeover targets. Take advantage.
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Recession-Proof Investments You Can Fall Back On
Recession-proof investments do exist, and they're not even very hard to find as long as you know where and when to look for them.
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The Most Undervalued Stock Sector Today
The most undervalued stock sector today was undervalued before the recent sell-off. When the dust settles, you should buy low on these stocks.
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Daily Alert – 2/26/20
This financial firm beat earnings estimates by $0.32 last quarter and is due to report fourth quarter results at the end of this month.
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Top Pick Daily Alert – 1/13/20
Trading at a P/E of just above 9, this annuity company looks like a good value play.
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Daily Alert – 5/28/19
This Indian bank is expected to grow at an annual rate of 37.6% over the next five years.
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