Welcome to the Forteris blog! Here you will find a variety of musings on financial planning and investment management topics. Based upon our experienc...
How should I Invest my $3,000 nest egg? I have been trying to figure out how to start an investment portfolio. I have retirement savings through my...
No Rent, No Mortgage You can do pretty well when you don't have rent to pay. Consider Chris Sturgis, 33, who has been living in his parents' Met...
If you are married but are not employed or do not have workplace health benefits, then you may have wondered what would happen to your health insuranc...
As you probably know, interest rates for mortgages are at historic lows. These days, if you look around, you can likely find a no-points, no-closing c...
Last year, taxpayers could have distributions from their IRAs paid directly to charities. These distributions "counted" as part of the taxpayer's requ...
If you've saved for your child's education using 529 plans but you don't end up spending all the money in the account, what are the available options?...
Recent changes in credit card laws have made it more difficult for children under age 21 to qualify for credit cards. As a result, many kids are now a...