By Thomas Kostigen Donor Advised Funds have exploded in popularity as Wall Street markets them more broadly and individuals embrace the notion of … [Read More...] about The Pros and Cons of Donor Advised Funds
By MyPerfectFinancialAdvisor Homeowners often enjoy making improvements to their property for myriad reasons: potentially improving the house … [Read More...] about Home Upgrades: Don’t Forget Permits and Insurance
By Lee Sherman You hear a lot about disruptions when a buzz-worthy new personal finance startup comes around say once a decade. In 2006, it was … [Read More...] about When Fractional Investing is Not Free
By Peter Mastrantuono With mortgage rates at historical lows, more Americans are considering refinancing their home mortgage. Refinancing can make … [Read More...] about Is It Time to Refinance Your Mortgage?
By John Drachman Last January already feels like a century ago. Stocks had just surpassed their longest-ever bull market. Ninety days later, … [Read More...] about Stock Dividend Consistency and the Pandemic
By Thomas Kostigen Women are better money managers than men. That’s the finding of a recent Goldman Sachs analysis of US fund managers. Funds … [Read More...] about Invest with Women
By Amar Shah Navigating Medicare is a cause of frustration for many retirees. Medicare is the primary health insurance for 60 million Americans and … [Read More...] about Understanding Medicare Parts A and B
By Lee Sherman Conventional wisdom has it that earning a masters in business administration (MBA) will automatically help your kids get a … [Read More...] about Is an MBA Still Worth It?
By Peter Mastrantuono Apple is the world’s most valuable publicly traded company, rising in two short years from a valuation of $1 trillion in 2018 … [Read More...] about 3 Timeless Lessons from Investing in Apple
By John Drachman Americans are voting in unprecedented numbers – with their feet. Nearly a third of people surveyed by Harris Research for USA … [Read More...] about Riding the Real Estate Cycle
By Thomas Kostigen There is a growing movement to get people to switch their banking relationships from large, corporate financial institutions to … [Read More...] about Should You Switch Banks?
By MyPerfectFinancialAdvisor Today we celebrate Labor Day, a holiday to commemorate the efforts of the worker, their contributions and their … [Read More...] about Happy Labor Day and Good Job