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Millennials in Jackson earn less than overall median income, report finds

Millennials in Jackson are earning 13.5% less than the city’s overall median household income, according to a new analysis ...
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My Wife Did a $40K Roth Conversion in a Low-Tax Year. Does the 5-Year Rule Still Apply?

I encouraged my wife to take a $40,000 Roth conversion in a lower tax year. Even though she has another Roth IRA at a ...

My wife and I have $2.3 million and have been with our adviser for 10 years now. But we’re paying $15,500 every year for him to manage it. What gives?

When you have over $1 million to manage, paying a flat-fee can often make more sense. “Clients would do well to understand ...