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Page 4 of 29

How to Avoid Another Tax Headache From Big Distributions

By Jeff Brown

Many investors are paying for not organizing their portfolios in the most tax-efficient way. Reinvest in different funds or tax-favored accounts and reduce the problem.

10:00AM 11/28/14

Why Retirees Now Have to Question the 4% Withdrawal Rule

By Jeff Brown

To get to a living-large lifestyle in retirement, you're going to need more flexibility than blind adherence to a money withdrawal rule.

07:00AM 11/25/14

'HELOC Creep' Means You're Going to Waste Your Great Home Equity

By Jeff Brown

Homeowners who take out a home equity line of credit for one purpose but use it for another risk higher rates for low value.

10:00AM 11/20/14

Why You May Not Need Long-Term Care Insurance After All

By Jeff Brown

Yes, you might need nursing-home care. But the most common figures about those needs don't tell the whole story.

10:00AM 11/18/14

Build Refinancing Rainy-Day Fund, Protect Against the Unexpected

By Jeff Brown

If you've just bought a home and have a brand-new mortgage, the last thing on your mind is refinancing. But the unexpected does happen.

10:00AM 11/13/14

Millennials Could Benefit From the Flexibility of Taxable Investing

By Jeff Brown

Millennials get it: save early and often. Taxable accounts offer flexibility and other benefits of special value to young investors, features not found in retirement-oriented accounts.

01:00PM 11/11/14

Why Old-Fashioned Taxable Accounts Are O.K. for the Young

By Jeff Brown

There's no shortage of experts urging young workers to put all they can into 401(k)s and IRAs, but those vehicles have drawbacks.

06:24AM 11/11/14

How Near-Retirees Can Do Their Investing ‘Coasting’ Stage Right

By Jeff Brown

Do you know about the coasting stage, geared to near-retirees who expect to live longer than their parents did?

07:42AM 11/06/14

Turn Your Useless Wedding Gifts Into Down Payment on a House

By Jeff Brown

A young couple getting hitched once needed lots of things, and friends and family responded with household items such as dishes and silverware. Times have changed.

08:04AM 11/04/14

5 Reasons It's Good News When Increases in Home Value Slow Down

By Jeff Brown

Homeowners can make more money when prices rise fast, but over time, owners and prospective owners are best served by a calm, orderly market.

06:20AM 10/30/14

Page 4 of 29

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