20 Apr Greenwashing
U.S. Securities and Exchange Commission Chair Gary Gensler in a recent twitter post, commented on greenwashing, and questioned whether firms were adhering to a 1940 law that requires fund names to match...
wealth Tag
19 Apr Simplified Employee Pension (SEP IRA)
What is it? A simplified employee pension (SEP) is a written plan that allows employers to make retirement contributions to individual retirement arrangements (called SEP-IRAs) set up for each eligible plan...
10 Apr Should You Speed Up Your Retirement Plans?
According to a March 2021 survey, an estimated 2.8 million Americans ages 55 and older decided to file for Social Security benefits earlier than they expected because of COVID-19. This...
10 Apr Going Green: A Fast-Growing Corner of the Global Bond Market
Green bonds are debt instruments that corporations and governments can use exclusively to finance major climate-related or eco-friendly initiatives. Global issuance of green bonds reached a record $523 billion in...
10 Apr Home Prices Have Risen at Record Pace
U.S. home prices rose 20% during the 12 months ending in August 2021 as buyer demand far exceeded the supply of dwellings for sale. This was the largest annual price...
10 Apr Annuity Income: Annuitization vs. Lifetime Withdrawal
During your working years, you're accustomed to living on an income from your job. When you retire, the income from employment ends. Social Security provides a steady income, but it...
24 Mar Breaking Down the Gender Wage Gap
Women who worked full-time earned just 82 cents for every dollar earned by men in 2020. Women also earned less than men in almost all of the 350 occupations tracked...
23 Feb Charitable Giving Can Be a Family Affair
Posted at 15:43h
in Budgeting, Economy, Insurance, Investing, Retirement, socially responsible investing, sustainable investing, Uncategorized
As families grow in size and overall wealth, a desire to "give back" often becomes a priority. Cultivating philanthropic values can help foster responsibility and a sense of purpose among...