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Showing Results 1 to 20 of 67 rss

The Inverted Yield Curve - What Does It Mean to Me?

by Rocco A. Carriero
Dollars and Sense - Investors who follow the markets have seen headlines in recent weeks about something called the "inverted yield curve." When it occurs, it's generally regarded as a warning sign for the economy and markets.


Dreaming Of Retiring Early? Here's Your Playbook

by Rocco A. Carriero
Dollars and Sense - Currently trending in the media is the concept of an incredibly early retirement, called the FIRE (financial independence, retire early) movement.


Too Busy To Prioritize Your Finances? Read This

by Rocco A. Carriero
Dollars and Sense - Amid our packed schedules, it can be easy to set our finances on autopilot.


Once You Turn 70 This Tax Requirement May Apply To You - Here's What You Need To Know

by Rocco A. Carriero
Dollars and Sense - If your retirement plan includes tax-advantaged accounts, there is a particular tax rule you should know about: required minimum distributions, or RMDs. This tax rule can be complicated, but the following commonly-asked questions can help you understand how it works and how it may apply to you.


Does Your Portfolio Have Room For Both Active And Passive Investing?

by Rocco A. Carriero
Dollars and Sense - Investors today live in an era offering unprecedented global investment choices, in both active and passive vehicles.


Five Financial Steps To Take Before The New Year

by Rocco A. Carriero
Dollars and Sense - December is a great time to review your finances and get ready for a fresh start in the new year.


Keeping Stock Market Performance in Perspective

by Rocco A. Carriero
Dollars and Sense - While no one can predict the future, market strategists and analysts are suggesting that we could see some additional market volatility in the months ahead.


In Unpredictable Times, Stay The Course

by Rocco A. Carriero
Dollars and Sense - 2017 has been an eventful year in the news, with a seemingly endless stream of fast-breaking developments coming out of Washington and other parts of the world.


Creating A Charitable Giving Strategy

by Rocco A. Carriero
Dollars and Sense - For many of us, the New Year signifies a fresh chance to align our spending with our priorities.


Planning To Start A Business? Start Saving

by Rocco A. Carriero
Dollars and Sense - For many, the great American Dream includes opening your own business or "hanging your own shingle" as a consultant or freelancer.


Tax Strategies To Consider Before Year-End

by Rocco A. Carriero
Dollars and Sense - This may be the most important time of year when it comes to managing your tax liability.


How To Be Financially Prepared For The Holidays

by Rocco A. Carriero
Dollars and Sense - If you feel like you've overspent in the past, look at this holiday season as an opportunity to be creative as you find ways to have fun while keeping your spending in line.


Five Questions To Consider Before Downsizing Your Home

by Rocco A. Carriero
Dollars and Sense - Downsizing doesn't need to be rushed. Consider your priorities and if you decide to downsize, give yourself plenty of time to do it right.


Donating Time May Cut Your Tax Bill

by Rocco A. Carriero
Dollars and Sense - Did you know your stewardship and goodwill may also help you reduce your taxes?


Will The Presidential Election Impact Markets And Investments?

by Rocco A. Carriero
Dollars and Sense - This is the kind of election year that has some built-in market uncertainty.


Six Facts You Might Not Know About Medicare

by Rocco A. Carriero
Dollars and Sense - More than 50 years ago, the federal government established programs designed to help Americans afford health care services, called Medicare and Medicaid.


How To Get Smart About The Stock Market

by Rocco A. Carriero
Dollars and Sense - The stock market can have big implications on world events and your own finances, but many investors find it overly complex and cumbersome.


A Beginner's Guide To Stock Market Indices

by Rocco A. Carriero
Dollars and Sense - Every day we hear numbers that evaluate the stock market's performance, such as the Dow Jones Industrial Average or the NASDAQ Composite index.


Letting Go Of Emotional Investing Patterns

by Rocco A. Carriero
Dollars and Sense - When the Fed raised short-term interest rates in December, did you feel obligated to buy, sell or change your investing strategy solely on that knowledge?


Holiday Gifts With A Lasting Impact

by Rocco A. Carriero
Dollars and Sense - If you're in search of meaningful gifts this holiday season, consider giving a gift that has a lasting impact.


Showing Results 1 to 20 of 67
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