Tuesday, December 27, 2016

Wealth Matters: Family Cemeteries Bind Generations, for Remembrance and Tax Reasons

They give people a powerful reason to connect with their family history. The I.R.S. provides its own: Nonprofit cemetery rules require a detailed accounting of descendants.

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Your Money: United Way Searches for Its Place in a World of One-Click Giving

An increasing number of donors are asking whether they need a charitable middleman when causes and data galore are at their fingertips.

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Retiring: Is Early Retirement Great? For Some, It’s Hard Work to Have Fun

Early retirement and a life of leisure may sound like the stuff of daydreams, but the reality can be jarring for people used to being busy and important.

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Your Money Adviser: Buy an Extended Warranty? Generally, There’s No Need

The post-sale plans are often difficult to use, experts say, and your credit card company may already extend the manufacturer’s warranty.

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Your Money Adviser: Small Banks Also Charge Substantial Overdraft Fees, Report Says

Small banks are not much better than big banks when it comes to fees charged customers who spend more than they have in their account, the study found.

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Monday, December 19, 2016

Sketch Guy: Let 2017 Be the Year of Working Hard and Resting Hard

Make it a priority to be human again — to work hard and to rest hard without worrying that we’ll fail at life if we rest, a financial planner writes.

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Your Money: Six Ways to Give the Gift of Generosity to Children and Teenagers

Here is a guide to help you teach young people about philanthropy and offer them the tools to give.

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Strategies: Wall Street’s Annual Stock Forecasts: Bullish, and Often Wrong

Consensus forecasts are invariably bullish. They aren’t accurate, though. In fact, they are atrocious, by statistical measures.

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Economic View: Want to Get Rid of Obamacare? Be Careful What You Wish For

Donald Trump may actually have the political power to enact the single-payer approach, but Republicans are extremely unlikely to embrace it.

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The Haggler: Look Who’s Talking: The Previously Silent Conn’s

With a new C.E.O., a company that had remained steadfastly mum in the face of complaints now shows an openness to discussing them.

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Monday, December 12, 2016

Sketch Guy: A Retirement Plan With Less Golf but More Satisfaction

What if you flip your goals? What if you decide to do work that makes you happy now instead of waiting to retire so you can be happy later?

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Fair Game: When a Business Faltered, Small Investors Stood Their Ground

A case involving Breitburn Energy Partners could offer a lesson for individual investors who are being run over by the company.

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Fundamentally: How to Play the Trump Stock Market Rally

Shares of several big banks have surged since election night, but some investors see bigger opportunity in the international markets.

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Friday, December 9, 2016

Your Money Adviser: Reverse Mortgage Lenders Fined for Ads That ‘Tricked’ Older Borrowers

The companies promoted the loans as essentially risk-free, federal regulators said. But borrowers can lose their homes through foreclosure if they fail to make necessary payments.

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Your Money: With Uber and Lyft Nearby, Rental Cars May Be Ripe for a Comeuppance

Lagging customer service and a host of inconveniences give travelers a long list of reasons to avoid car rental companies altogether.

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Wealth Matters: Combine Long-Term Care With Life Insurance? Do the Numbers First

New hybrid policies are less expensive than traditional long-term care insurance, but know your needs and ask some tough questions before deciding.

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Automated Assistants Will Soon Make a Bid for Your Finances

Companies are vying to create automated financial assistants that employ artificial intelligence; one was directly inspired by science fiction.

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Your Money Adviser: Still Have a Health-Account Balance? Time for That 11th-Hour Eye Exam

Some employers still impose a New Year’s deadline for exhausting the balance of a flexible health spending account or forfeiting what’s left.

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Monday, December 5, 2016

Sketch Guy: How Entrepreneurs Can Make Peace with Undiversified Investments

Knowing there’s a return on investment that doesn’t fit neatly on a spreadsheet can help ease the stress.

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Contributing Op-Ed Writer: Cashing In on Climate Change

Socially responsible investing makes good business sense.

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Strategies: Trump’s Win Gives Stocks in Private Prison Companies a Reprieve

In the market rally after Donald J. Trump was elected president, two big beneficiaries were operators of prisons and immigration detention centers.

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The Haggler: FlipKey Fiasco: All the Comforts of Home, Minus the Comforts

A customer requested a refund from FlipKey, an online rental service owned by TripAdvisor, after arriving at a filthy lakeside vacation rental.

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The Haggler: FlipKey Fiasco: All the Comforts of Home, Minus the Comforts

A customer requested a refund from FlipKey, an online rental service owned by TripAdvisor, after arriving at a filthy lakeside vacation rental.

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Friday, December 2, 2016

Wealth Matters: It’s the Giving Season. Would You Like a Radio Station?

Many gifts this time of year are checks written to causes, but some come as junked cars and even orphan radio stations.

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Your Money Adviser: Conventional Home Mortgage Loan Limit to Rise Next Year

In another sign of a recovering housing market, the government will increase the amount that can be borrowed before loans become “jumbo” mortgages.

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