Lee Conrad

The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.

About that tax deduction, it’s not enough of a reason to keep a mortgage. Remember, it’s only a deduction, not a credit.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

Someone who starts saving from age 20 can sock away 90% less per month than someone who gets a later start at age 50 and still build the the same size of portfolio.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Recruiter Michael King discusses which firms have the most brand value, and where young recruits would be wise to look to start a career. He offers his insights as we continue the dialogue from our Recruiters Roundtable.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

The holidays must be coming soon because BIC is working on its annual ranking of top bank advisors.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.