February, 2016
Managing a Disability or Chronic Illness
Getting ready can be a key to successful coping. This checklist can give you a framework.
February, 2016
Make the Most of Your 401(k)
Your 401(k) plan may be your key to a comfortable retirement. This article explains the fundamental features of 401(k) plans and their benefits.
February, 2016
Maintain a Good Credit Rating
A look at credit card danger signals and steps you can take to keep your credit history accurate and in good standing.
January, 2016
Helping to Care for Aging Parents
Tips on helping elderly parents find resources and assistance, as well as information you can use to make sure they have adequate financial counseling to help protect their assets.
January, 2016
Focus on Time in the Market, Not Market Timing
Find out about the potential risks of market timing versus a buy-and-hold investment strategy.
January, 2016
How Do I Pay for Health Care Costs While Living or Traveling Abroad?
What do Americans living, working, or traveling abroad need to know about financing health care in a foreign country?
January, 2016
Should I Have Separate Accounts for My Deductible and Nondeductible IRA Contributions?
While it's not required to hold separate IRAs for deductible and nondeductible contributions, many financial experts recommend that you do so. The chief reason? Tax planning.
January, 2016
Choosing the Right Benchmarks for Your Mutual Fund
The right benchmark can help you measure performance and assess risk characteristics of your mutual fund.
January, 2016
What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?
A homeowner may be able to claim a significant tax break on any gain from the sale of a primary residence.
December, 2015
What Happens to My Retirement Assets in the Event of a Divorce?
In the event of a divorce, how might your retirement savings be affected? The disposition of assets within an employer-sponsored retirement plan typically is determined by a Qualified Domestic Relations Order.
November, 2015
Constructing Dividend Strategies
Dividend-paying stocks provide investors with tangible returns on a regular basis regardless of market conditions. This can benefit a range of investment styles and management strategies -- from completely passive indexing to active buy-and-hold selection to aggressive trading and arbitrage.
November, 2015
Investing in Stocks
Stock ownership has become a key feature of nearly every investment portfolio. This investment may be in the form of an employer-sponsored retirement plan, a mutual fund, annuity or direct investment.
November, 2015
Money Management for a Single Parent
As a single parent, you need to understand the financial strategies and lifestyle decisions that could improve your family’s current and future situation. But you can’t have a financial plan without first understanding exactly what your goals are and how much it will cost to accomplish them.
November, 2015
Consider Prepaid Tuition Plans for College Savings
If you’re currently investing for your children’s college education or are planning to do so in the near future, you may want to consider a state-sponsored prepaid tuition plan. Generally speaking, these plans, which are now available in many states, allow you to pay tomorrow’s tuition bills at today’s tuition rates. In addition, they allow tax-free withdrawals on earnings if the money is used to pay for qualified education expenses.
October, 2015
Understanding Market Capitalization
This article discusses the process for calculating market capitalization and the significance of this dimension for understanding company performance.
October, 2015
Beneficiary of a Trust? What You Need to Know
As a trust beneficiary, you have certain rights. Here are some things you may need to know to help keep your interests protected.
October, 2015
Earn Tax-Free Income With Municipal Bonds
Municipal bonds can potentially help you lower your tax bill and keep more of what you earn.
October, 2015
What Is a Custodial IRA?
A custodial IRA is an IRA managed by a parent or guardian for the benefit of a minor child, as long as that child works and has earned income. A custodial IRA can be either a traditional IRA or a Roth IRA.
October, 2015
Using ETFs in Tactical Asset Allocation Strategies
Exchange-traded funds (ETFs) can be a powerful tool for building and maintaining a portfolio that rigorously meets investment objectives while at the same time flexibly adapting to the changing dynamics of the market. This article discusses the use of ETFs when implementing a tactical asset allocation strategy.
October, 2015
Funding Challenges of Women-Owned Businesses
Female entrepreneurs are an undeniable force in the global economy, yet many still face fundamental challenges when it comes to securing start-up funding or other types of financing. This article will examine the funding challenges and opportunities facing female business owners.
September, 2015
I’m a Single Parent. How Can I Get Ahead Financially?
Single parents can get ahead financially by identifying their goals, budgeting carefully, reducing debt, and taking advantage of tax-advantaged accounts.
September, 2015
Shielding Retirement Assets From Taxes
The retirement assets you’ve worked so hard to save will be taxed once distributions begin. Fortunately, there are strategies that can reduce taxes for you and your heirs.
September, 2015
Business Succession Issues: Understanding Buy-Sell Agreements
This article examines how buy-sell agreements can provide a viable exit strategy for owners who wish to sell shares in a private business.
September, 2015
Anchor Your Portfolio With Index Funds
Index funds often earn higher returns than the average actively managed mutual fund. What’s their secret?
May, 2015
Keep Emotions at Bay With an Investment Policy Statement
An investment policy statement can serve as a blueprint for all of your short-, mid-, and long-term financial goals.
