When Tom Rogerson talks to wealthy families about how to preserve their wealth and make it work for them, he knows from difficult experience of what he speaks.
Oct. 17 may not be known officially as Mulligan Day, but affluent investors who converted their conventional IRA to a Roth last year may want to consider a “do-over” and re-characterize their account by the deadline date.
Investors typically set up a diversified investment portfolio to reduce their risk. Just hold a good mix of different kinds of stocks, along with some bonds and cash, and your problems are over.
Whether you are systematizing chores, tracking them or an allowance or getting kids
started on financial goal planning and spending there are tools for it.