"My mutual fund lost money and I didn’t sell any shares. Why do I still have to pay tax on capital gain distributions?" Here's why.

Thinking of leaving your job to stay home with your child? Make sure you follow these steps before making the move.

If you have a net worth of $500K or more, consider purchasing an umbrella policy.

We have watched our family members, friends, and clients deal with the stress of divorce. Just as there are different ways to get married, there are different ways to get divorced. While many people initially say they want the fastest and cheapest solution, that can be a disaster financially in the long-run if the marital balance sheet is not split properly.

The SECURE Act was signed into law in December of last year. It is the largest overhaul of the retirement system in over a decade. While this post is not a comprehensive list of the changes, here are the biggest items retirees need to know to maximize their wealth given the new landscape. 

Moving your domicile is not as easy as declaring a change. Assume you will be audited and be clear and calculated in terms of how you go about the change, especially if you are a high-income taxpayer leaving a high-tax state such as New York and California.

Our expert today is 81cents, a company providing salary reviews & negotiation support.

Whether you are seeking an adventure or the ability to stretch your retirement funds, this guide can help ensure a smooth transition overseas.

We wanted to find an expert in managing properties to give our clients and readers more information on this topic and a framework to help them find a great property manager. Today, Tony is answering all of our property management questions, from how to find a property manager, to what they do, and how to make sure you find a good one.

If you are saving to a non-deductible IRA, you need to submit a form to the IRS that tracks your basis. This ensures you correctly account for the tax-free amount upon distribution.

Jennifer Campos, Real Estate Advisor for Pacific Sotheby’s International Realty talks about the real estate investment and rental market in San Diego.

Green bonds are not a panacea, but they are a tool in your toolbox. Including them in your portfolio, along with ESG-focused ETFs, provide you with additional exposure to entities that are hedging their own climate risks.

A diet for the benefit of your physical health is directly correlated to a diet for the benefit of your financial health. If you can or would do a 30-day food challenge, I propose a similar challenge, but for your budget.

Jenn Steliga is a Financial and Personal Coach. At Jenn's firm, she covers the behavioral and emotional hurdles that can hinder financial planning progress.

While moving is not the only way to improve your financial situation, it is a compelling option in that it can produce almost immediate results. We can help you crunch the numbers to see if moving is the right decision for you.