Last week I received an email that really annoyed me. It was an invitation to a seminar on how to use celebrity endorsements as a marketing tool. Read the full article ... Read the full post ... Read more

For several years Massachusetts, like many states, has had a summer tax holiday weekend – sort of like Christmas in August. This year, the Grinch has come to the Bay State. Read the full article ... Read the full post ... Read more

The National Association of Personal Financial Advisors (NAPFA), of which I’m a member, is launching a free consumer education webinar series this week. Read the full article ... Read the full post ... Read more

Probably we could have avoided last year’s economic crisis if only everyone had watched Saturday Night Live a few years ago. Read the full article ... Read the full post ... Read more

I can’t say I’m very surprised by this: the IRS is reporting its first prosecution of a fraud scheme involving the new $8,000 first-time homebuyer credit . Read the full article ... Read the full post ... Read more

As I noted about a month ago, FINRA has drawn attention to the fact that leveraged and inverse exchange-traded funds are often not appropriate for retail investors. In response, some prominent broker/dealer firms have announced that they are backing away from the sale of such ETFs Read the ful ... Read more

Boston College’s Center for Retirement Research recently released a brief that examines whether people nearing retirement should pay down their mortgages. Read the full article ... Read the full post ... Read more

When I moved to Boston, I was surprised to discover that despite the severity of New England winters, ice cream is a regional obsession. Here’s a useful resource for finding the area’s finest ice creameries as you travel this summer. Read the full article ... Read the full post ... Read more

The IRS is drawing attention to the fact that the cost of sending your children to a summer day camp can qualify you for lower taxes via the child care tax credit. Read the full article ... Read the full post ... Read more

As more attention is focused on to the risks of leveraged exchange-traded funds (ETFs), regulators are starting to investigate how they’re being sold to retail investors. Read the full article ... Read the full post ... Read more