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Author: Jacob Harris

#448 How to Avoid the 6 Most Common Tax Audit Triggers

There is perhaps no single word in the financial dictionary that triggers as much fear and trepidation as the word audit. Many taxpayers have nightmares about having to deal with this, but those who follow the rules and report their income and deductions correctly can rest easy knowing that they ... see more

#420 How the Cost of Living Affects Your Income

Cost of living refers to the amount of money required to maintain a standard of living, accounting for basics like housing, food, taxes and healthcare. Increases (or decreases) in the price of these necessities affect the cost of maintaining your lifestyle, and this in turn shapes how well your i... see more

#400 Rolling Over a 401(k)? Consider the Fees

Everything costs money these days, and if you know anything about financial services, you know that doing something with your money can also cost money. That includes rolling over your 401(k) (see The Basics of a 401(k) Retirement Plan). Whether you landed a new job or you're retiring, you're eli... see more

#369 How Do IRS Audits Work?

The word audits can make you break out in a sweat, but a little understanding about what IRS audits are and how they work may make you more comfortable. Some audits are no big deal but some can be onerous. Identity the type of tax audit that's being conducted so you know what's involved.Corre... see more

#312 When You Need A Senior Move Manager

When Marlene Stocks first got into the business of helping older people through the tough transition of downsizing and relocating, most of her clients were in their 70s. Now the average client is in their mid-80s to upper 90s, says Stocks, whose company, Senior Transition Services, serves the Gre... see more

#260 Open Enrollment for Health Insurance Marketplace

If the term open enrollment makes you a bit anxious, you're already ahead of the game. At least you're aware that health insurance plans have these periods. If you're insured by your employer, open enrollment probably happens once a year in October, November or December. For Medicare, the period ... see more

#197 Who Should Be Your Life Insurance Beneficiary?

Taking out life insurance is one of the best ways to financially protect your children should something unforeseen happen to you. And, when you're setting up the policy, selecting the beneficiary might seem like a minor detail. But if you're not careful about your choice, it can result in a host... see more

#183 Understand Permanent Life Insurance Illustrations

Selecting a permanent life insurance policy can be confusing. Insurers offer a wide variety of life insurance policies including whole, universal and variable life policies (read more about types of policies in "Intro to Insurance: Types of Life Insurance"). Once you decide on the permanent life ... see more

#161 Top Healthcare, Medical Equipment Stocks of 2015

Healthcare and medical equipment have been performing well. This trend should continue since there will be an average of 10,000 Baby Boomers retiring per day over the next decade. As this generation ages, they're going to require more medical attention. The downside is that healthcare and medical... see more

#137 Your Retirement vs. Inflation

Rejoice! You're going to live longer. That's not a guarantee, but it's what the odds say. A 65-year-old male now has a 50% chance of living to 85 and a 25% chance of living to 92. A 65-year-old woman now has a 50% chance of living to 88 and a 25% chance of living to 94. If you're a couple, there'... see more

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