Ian Cooper

A full kitchen gut, new flooring, and updated bathrooms generally qualify as a like-kind replacement and stay under the Prop 13 cap.

Self-employed architects can open a Solo 401(k) and direct employee deferrals to the Roth side, then layer employer profit-sharing on the pretax side.

A retired executive sitting on $7 million across a traditional 401(k), a Roth 401(k), and a taxable brokerage has a problem most savers would envy…

Get quotes for Plan G from at least three carriers in your ZIP code, because identical benefits can vary by 30% in price between insurers.

Unfortunately, there’s still a good deal of uncertainty about the Iran war.

The pitch sounds simple. Put $40,000 to work, collect $4,800 a year, never sell a share. The arithmetic behind that promise is less friendly. Generating $4,800 on $40,000 requires a 12% blended yield, and that is roughly double what mature dividend payers like Altria, Verizon, and Main Street Capital actually pay today after a strong ... Want $4,800 in Annual Passive Income? Invest $40,000 Into These 3 High Yield Dividend Stocks

Not only are the major indices technically and fundamentally stretched, but so is the Shiller P/E Ratio which now sits at 42.78.

Quick Read Keeping MAGI below $80,160 (400% of FPL) is critical because exceeding it by even $1 eliminates ACA subsidies entirely for a retiring couple.

A day after slipping on higher oil prices and yields, the Dow is climbing as investors shift away from the tech sector and instead jump into blue-chips and defensive stocks.