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Feeling the Squeeze: How Consumer Confidence can Shape Markets and the Economy

Economist Dr. David Anderson (Texas A&M) breaks down why U.S. consumer confidence has slipped to levels lower than the late 1970s/early 1980s and what that means for everyday households and the broader economy. Jeffrey Snyder, Broadcast Retirement Network Joining me now, Dr. David Anderson of Texas A&M University. Dr. Anderson, great to see you. Thanks

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Charles Schwab warns Americans on major estate planning problem

When a spouse dies, the financial consequences can compound the grief in ways most families never anticipated.  Frozen bank accounts, outdated beneficiary designations, and surprise tax obligations are among the procedural surprises that catch surviving partners off guard. The Schwab Center for Financial Research published an analysis outlining six strategies married couples can use to

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Bank of America issues key message on liquidity, tax planning

Investors holding large positions in appreciated securities face a recurring problem each tax season. Federal and state payment deadlines often coincide with the same holdings being central to a long-term portfolio plan. Liquidating appreciated holdings can trigger additional capital gains tax liabilities on top of the original obligation, Bank of America noted. Paying taxes with

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