Ask Linda: What should I do with this unexpected bonus?
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I will be receiving an unexpected bonus shortly. I want to do something smart with the money - any ideas?
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Financial Blog For Busy Professionals & Impact Investors
The 3 Biggest Mistakes I see with DIY Plans [video]
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The 3 Biggest Mistakes I see with DIY Financial Plans
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Ask Linda: Gifting Stock to my Child
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I want to gift some of the concentrated stock in my brokerage account to my adult child. I am tired of managing the stock and feeling like I need to stay on top of the earnings reports, news, etc. I would rather gift it to him and have the rest of my portfolio in low-cost, diversified positions. The stock has a very low basis and will incur a large amount of long-term capital gains upon selling. What are your thoughts?
Read MoreDo you need a Living Trust?
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More Privacy. More Control. Quicker distribution to beneficiaries.
Read MoreIf Something Happens to You, What Happens to Your Pet?
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Many people expect that a family member or friend will care for their pet if something happens to them. While that would be an ideal situation, sometimes the owner has reasons to believe that will not be possible.
Read MoreAsk Linda: Is it safe to have all of my money at one Brokerage firm?
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I remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?
Read MoreYour Job Loss Action Plan
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Were you recently laid off? Are you being offered an early retirement package? Here is a list of actionable steps to help you navigate this period of uncertainty.
Read MoreRules Have Changed for Children Inheriting IRAs
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If you inherit an IRA or Roth IRA from a non-spouse (such as a parent), the rules have changed. Here is what you need to know.
Read MoreShould you Report your Rent Payments to Credit Bureaus?
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Mortgage and auto payments are automatically reported to credit agencies, but rental payments are not. New services, however, are making it easier than ever to report this information. If your landlord gives you the option to report your rental payment history to the three (3) credit agencies - should you opt-in?
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