Suzy rings up another customer in a party supply store. Surrounded by bright, bouncing balloons celebrating everything from anniversaries to birthdays, Suzy scans a bag of blue plastic spoons while speaking to a friend. Leaning across the checkout counter between...
2020 estate planning was a wild ride! Throngs of wealthy Americans had their advisers assist them with all types of planning. Much of the planning was based on the fear that the Democrats would control Congress and pass harsh tax legislation. Regardless of the...
There’s no question that the efforts of this country’s healthcare and frontline workers during the coronavirus pandemic have been inspirational. But one other group has also inspired me: the nation’s small business owners. In the midst of a global health crisis...
Under the pandemic relief program, taxpayers can deduct up to $300, even if they take the standard deduction. And even if $300 doesn’t sound like much, it’s “a big deal” to the needy. Thinking of making a donation to a charitable cause before the end of the year? This...
Michael Foster ContributorInvesting I write on high yield assets that deliver a reliable income stream. Stocks are up—and so are coronavirus cases. And right on cue, I’m hearing from plenty of investors asking if now is the time to sell and lock in their gains. No...