My last article covered the “sunsetting” on Jan. 1, 2026, of many of the provisions of the Tax Cuts and Jobs Act, which went into effect on Jan. 1, 2018.…
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The “Tax Cuts and Jobs Act” was passed by Congress and signed by former President Donald Trump in December 2017. The tax law changes went into effect in January 2018.…
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We are in the dog days of summer. The days are often sweltering, we desperately need rain, and we’re wary as a new variant is causing COVID-19 cases to increase.…
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The U.S. stock market is having a bad year. It may turn around before year-end, but the S&P 500 index is currently down 20% (Jan. 1 to June 28), and…
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*Illustration by Donna Grethen / Albuquerque Journal Money is a powerful tool in our society. It allows us to pay for basic needs like our rent or mortgage, groceries, utilities,…
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Selecting a financial adviser is not easy, and consumers often do not know what to ask. So, let’s tackle some of the important questions. I recommend you interview several potential…
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In her wildest dreams, Mildred never expected to be an inspiration. At age 62 she was caring for her husband during his losing battle with colon cancer. Previously even-keeled, the…
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Asset allocation is an investment concept that refers to how much you have allocated to different asset classes. Conceivably, there could be many asset classes that you track, including equities…
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Identity theft and computer hacks are happening far too often, so protecting yourself and your finances is essential. In 2013, we were shocked when Target Corp. announced that the credit…
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The COVID-19 pandemic has reminded us of the vast divide between the “haves” and the “have nots.” Most wealthy people have become richer, while many others are struggling to pay…
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