Latest
-
How to Roll Over Your 401(k) Without Costly Regrets
Rolling your 401(k) over to an IRA the wrong way could cost you big-time in taxes and penalties. It’s worth it to consult a professional first.
-
Are You Tempted to Drop Your Homeowners Insurance?
Here's why that would be a really bad idea, even if your home is paid for, along with some suggestions for how to make paying your premium more palatable.
-
What to Do About Bonds Now: A Fresh Look at Fixed Income
With interest rate cuts on the horizon, now is the time for investors to shift to longer-term fixed-income securities to lock in higher yields.
-
Five Reasons Some Financial Planners Avoid Tax Planning
They might not be allowed to do it at their company, but they also might not be willing to commit the time or are more focused on compensation. Here's how to make sure you're covered.
-
Benefits of Permanent Life Insurance in Your Estate Plan
Liquidity and tax-free benefits can bring peace of mind to policyholders, and the healthier and younger you are when you get it, the better.
-
Pension Mistakes Can Last a Lifetime: How to Avoid Them
Which pension option is right for you? To avoid costly mistakes, here are four key factors to consider.
-
Are You Rich? U.S. Net Worth Percentiles Can Provide Answers
personal finance See the U.S. net worth percentiles and what Americans think is the magic number for them to be considered rich.
personal finance -
Five Thoughts About the Election From a Financial Planner
Here are some predictions, based on a lot of historical evidence, about what’s coming in relation to your money as we approach the election.
-
Which Type of Long-Term Care Insurance Works for You?
There are two types: Traditional policies are like good old vanilla ice cream. Hybrid policies are topped with interesting options. Both have pros and cons.
