If you're near or even in retirement, it's the one question that keeps coming up like the Loch Ness monster. How much of your retirement nest egg--the assets held in your tax-deferred plans like 401(k) and IRAs, as opposed to Social Security or [...]
William P. Barrett, Forbes Staff
Liz Davidson, Contributor
Kerry Hannon, Contributor
ING Direct USA's Arkadi Kuhlmann can attract customers. The hard part is keeping their data safe.
Everyone wants high returns on their 401(k) investments, who wouldn’t? It can mean the difference of tens if not hundreds of thousands of dollars in retirement. read »
Arkadi Kuhlmann on creating a new banking experience for consumers.
A will contest is a lawsuit that is brought to challenge the validity of a Last Will and Testament. Will contests often occur after an heir or family member perceives some inequity or unjustness in the distribution of money or possessions laid out in the will. This can be the result of a lack of requisite mental capacity to execute the will, another’s undue influence over the testator, fraud, or improper execution of the will. read »
When you hear that women earn less than men... do your eyes glaze over? If you are like me, you've heard the statistics so often they almost don’t register: Women earn $0.77 on the male dollar, spend an average of 11.5 fewer years than men in the paid workforce (raising children and tending to elderly parents), and live longer. So we need larger nest eggs to fund our retirements. Yadda, Yadda, Yawn... right? read »
Every investment product or service ever devised by Wall Street and foisted upon the public demands what I refer to as a “fiduciary response.” By a fiduciary response, I mean that every investment should be vetted for conflicts of interest, unsavory business practices and undisclosed or excessive fees--before the product is peddled to the masses with accompanying promises of integrity and potential to outperform the market. That includes everything from a mundane money market fund to something[...] read »
I want to remember every mother this Mother’s Day. Here’s a little story to share with you. The Whale… read »
Having a child is often the first time people think about their estate plans. New moms have much on their mind. I highly recommend the second edition of Deborah L. Jacobs' book Estate Planning Smarts: A Practical, User-Friendly Action-Oriented Guide to help them plan for their family's future. read »
On May 5, 2011, the Ohio House of Representatives passed a $55.6 billion two-year budget plan that would permanently repeal the estate tax for deaths occurring on or after July 1, 2013. The vote for House Bill 153 was along party lines: 59-40, with Democrats opposing the measure. The bill is now being considered by the Senate. Like the Ohio House of Representatives, the Senate is controlled by Republicans. read »
