RSS feeds allow Web site content to be gathered via feed reader software. Click the subscribe link to obtain the feed URL for this page. The feed will update when new content appears on this page.

Financial Planning

A collection of news and information related to Financial Planning published by this site and its partners.

Top Financial Planning Articles

Displaying items 89-99
  • Mutual fund tax depends on timing

    Q: The mutual funds in my brokerage account have risen significantly in value this year. How do I know what taxes I will have to pay when I sell the funds? — P.K., Orlando A: The treatment of the gains will depend on the date you purchased them and...
  • Keep those EE savings bonds

    Q: My mother recently gave me about $5,000 worth of EE savings bonds she had purchased in the 1980s. My name is on them as co-owner. Her intention is for me to use the funds to care for her pets in the event she passes before they do. Should I cash them...
  • Olympian: Staying focused takes discipline, mental toughness

    Olympian: Staying focused takes discipline, mental toughness
    Jayson Jones, a German-born veteran of the 2000 and 2008 Olympic Games, is training for his third try at a world medal in track and field — for Belize, his parents' home country. But while getting ready for the 2016 Summer Games, the South Florida...
  • For Spot Trading, the whole is greater than the parts

    For Spot Trading, the whole is greater than the parts
    In the securities trading business, the "eat what you kill" mentality rules, with a few star performers becoming millionaires while many others fail. But Loop-based proprietary trading firm Spot Trading LLC is built to share risk and reward more...
  • Save or spend? City has $7.1-million surplus

    A cautious Costa Mesa council is urging that the city not spend all of a $7.1-million budget surplus and instead shore up its reserves. Three of the five council members met Tuesday — Mayor Jim Righeimer and Councilman Gary Monahan were absent...
  • Medicaid's rules on income, assets

    Medicaid's rules on income, assets
    Q: Will I receive Medicaid if I am receiving monthly income from an annuity and have equity in my house? – No name given A: To qualify for Medicaid for 2013, the monthly income cap is $2,130. The equity in your home, up to $525,000 in 2013, can...
  • Financial planners field anxious queries from federal workers

    Financial planners field anxious queries from federal workers
    Most of the federal workers calling financial planner Stephen Zelcer have an observation and a question. They're worried Congress will kick off a shutdown sequel in January — and they want to know what, financially speaking, they should do to...
  • Highland Park, Art Center consider new arrangement

    Highland Park, Art Center consider new arrangement
    Jonathan Plotkin gets a bit worked up when asked about the value to the community of The Art Center-Highland Park. A cartoonist and a commercial developer, Plotkin is also president of the art center's board of directors. Galas and other events at the...
  • LINDA C. BLACK HOROSCOPES for 11/20/13

    Today's Birthday (11/20/13). Creativity flavors this year, animating your career. Romance and partnership rise to a new level. Travel with your work around summer, when you've got the microphone and people are listening. Express what you love, your...
  • LINDA C. BLACK HOROSCOPES for 10/23/13

    Today's Birthday (10/23/13). Fun and creativity energize this year. Your muse for talents and romance blesses you this spring and summer and could carry you to distant shores. Expand boundaries, and explore new flavors. Share your expression. Embrace a...
  • How much can I spend in retirement?

    How much money can you safely withdraw from your nest egg each year of your retirement? This is a most vexing question, because it depends on the answer to some tough questions. How long will you live? What is the expected return of your assets? Will your...