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Dec 08, 2017

10 Last-Minute Tips to Save Money Before the End of the Year

year_end_video_hub_page_image The clock is ticking as the countdown begins to 2018. Here are 10 ways you can save money before the clock strikes midnight on Dec. 31!

Oct 01, 2017

Be Wary of Bold Financial Predictions for the New Year

Loud Voices You Should Ignore - from article Are you able to predict what’s going to happen next in the financial markets? Of course not. No one can. Can you even tell what’s already happened? Here’s a quiz: See if you know which of the following investment categories made money and whi...

Dec 06, 2017

There’s No Time Like Thanksgiving to Talk About Your Estate Plan

Best time to talk Estate Plan2 (1) Thanksgiving is coming — and it’s one of the best times of the year for you and your family to talk turkey. That means having a serious talk — not about the bird or something as sensitive as politics and religion, but about money.  Becau...

Nov 30, 2017

Thinking of Giving to Charity? Now’s the Perfect Time

IPF_giving_article_header_isometric It’s the end of the year, and perhaps you’re feeling generous. You’d also like to get a tax deduction for your generosity. Charitable intentions, however, don’t guarantee you’ll get the deduction. For that, you generally must itemize your deductions on Form 1...

Dec 24, 2014

Want a Real Role Model? I’ll Show You a Role Model

Scrooge Ric Edelman explains why you should strive to be more like Ebenezer Scrooge, not George Bailey from It's a Wonderful Life.

Dec 23, 2014

A Scary Holiday Story

A Scary Holiday Story A late night holiday "intruder" at Ric Edelman's house leads to a new version of 'Twas the Night Before Christmas.

Dec 15, 2014

Your Favorite Christmas Hero Is a Terrible Role Model

It's a Wonderful Life Ric Edelman explains why George Bailey from It’s a Wonderful Life is a terrible financial role model and what you can learn from that holiday classic.

Dec 02, 2017

The Ric Edelman Show: December 2, 2017 | Edelman Financial

On this episode: Have You Considered Giving Shares as a Year-End Donation to Charity? What Is the Right Mix of Stocks and Bonds for Your Portfolio? Should You Leave Money to Fido and Fluffy? These callers were prerecorded and prescreened. Neithe...

Dec 14, 2017

Learn How the Code of Support Foundation Is Helping Our Vets

Learn How the Code of Support Foundation Is Helping Our Vets There are approximately 44,000 organizations that serve U.S. military veterans and their families. With so much help and information available, it’s often challenging to find the right resources. Ric Edelman talks to Kristina Kaufmann of the Code of Supp...

Dec 05, 2017

Have You Considered Giving Shares as a Year-End Donation to Charity?

have-you-considered-giving-shares-year-end-donation-to-charity This is the time of year when people start thinking about giving to their favorite charities — and how it affects their tax deductions. Ric Edelman has some important information about strategies you can use to gift shares of your mutual funds, stocks or bonds...