Free Newsletter
Recent Articles from Herb White
Why marriage equality can be taxing — literally
Equal marriage means equal benefits for every couple, but it also brings up some important financial issues.
Questions to ask before paying off a mortgage early
The question of whether to pay off that home mortgage ranks right up there with “What should we name our new baby?” or “Where should we take a vacation this year?”
Will an FSA benefit you?
What is a health care flexible spending account (FSA)? And, if you put money into it, will you still have money for your health care costs as they arise throughout the year? An FSA is an elective benefit of many U.S. employers. The most common account provides financial reimbursement for your qual...
Is your portfolio risky business?
You wear many hats…perhaps you are an employee, parent, sports enthusiast, traveler, author, creative genius. You likely are an investor as well. That part of your life, though, has a unique characteristic: unlike with many of the hats you wear, taking risks is a necessary part of the endeavor.
What to do with that inheritance
Is there an inheritance in your future? So often we wait until the last minute to decide how we will handle an inheritance and then find out too late we made an unwise decision. Don’t let that happen to you.
Going global? Consider ADRs
There’s a whole big world of investing opportunities out there, yet many investors have shied away from international markets, concerned about the costs, complexity and potential risks. You may be […]
Gift that keeps on giving:
Custodial accounts have been around for years and are used to hold and protect assets until a child reaches the age of 21 in Colorado (this age is different in each state). Although there are other options to help the kids financially, such as starting a 529 account for college, opening a 401(k) o...
What you don’t know about retirement…
So much has changed since the days when your parents were planning their retirements—and it can be challenging to keep track of what’s new that could affect you. Most everyone […]
Single? You still need an estate plan
Do any of these scenarios sound familiar? Tim, a single executive with a social media company, was too busy in his new career to bother about an estate plan. That’s for married folks, he’d said. Gwen, a flight attendant who is single and thinking about retiring, laughs when she hears people talk...
