Category: Wealth

Last Tuesday, as the S&P 500 closed down nearly 19% from its February highs, my portfolio was only down around 8%. What’s my secret? Did I pick the right stocks? Did I avoid the right sectors? Did I time the market and get out early? None of the above. My secret is…I’m diversified. I own…

Image by Tima Miroshnichenko of Pexels No one ever says, “I hope my parents end up living in my guest room indefinitely.” But as the cost of living rises and retirement funds get stretched thin, many adult children are quietly absorbing the responsibility of housing and caring for aging parents. While the idea of taking…

Family or Marriage Image Source: 123rf.com Most of us are taught that strong marriages mean sticking together through everything—side by side, every day, no matter what. But what if taking time apart wasn’t a sign of failure, but a smart way to reconnect with yourself and your partner? That’s the idea behind the rising interest…

eToro Product Name: eToro Product Description: eToro offers commission free trades on stocks, ETfs, and options. I also offers a CopyTrader features that allows you to follow successful investors. Summary At eToro, you can invest in stocks, ETFs, and options without commissions. Its CopyTrader feature allows you to automatically copy the portfolios and trades of…

Image Source: Pexels Is your pet costing you too much? According to the ASPCA, pet owners spent $1,400 a year on their pets in 2024. While pet owners are more than willing to spend money on their pets, don’t let it ruin your budget unnecessarily. Here are 10 ways that your pets are costing you…

Trust tax returns T3 trust tax returns are normally due by March 31. This includes tax returns for living trusts (also known as inter vivos trusts) set up during a trustee’s life, as well as testamentary trusts established in the will of a deceased person. March 31 is also usually the filing deadline for Canadians…

Dear Dave, I’m a sophomore in college studying agriculture business. I grew up on a farm, and recently I decided it’s time to sell a small cattle herd my dad helped me start growing when I was a kid. I don’t have any student loan debt, and I’m paying for school with lots of scholarships…

Denied for a bank account and not sure why? You might be in ChexSystems—a little-known system that tracks your banking history and can stop you from opening new accounts. Most people don’t even know they’re in ChexSystems until it’s too late. But once you’re flagged, it can be hard to get approved anywhere. Here’s how…

Insurance Image Source: 123rf.com Most states require drivers to hold some kind of car insurance. This is supposed to offer peace of mind and also mitigate costs when an accident happens. However, like with anything else, you should read the fine print on your insurance policy. Most people assume that their policies protect them from…

One of the questions that often pop into my inbox is “When is it appropriate to spend my money?” When people ask, they often want someone to give them a general answer that will solve their problem. They want a step by step guide because they want to splurge but don’t want to jeopardize their retirement.…