Pieces To The Retirement Puzzle
Individuals may have singular needs, but past history and a few surveys show many retirees have a few common ones, too. Here’s a look atRead More »Pieces To The Retirement Puzzle
Investing
Tax Harvesting
No one likes to lose money, but the good news is that certain investment losses may be tax-deductible, so this is a good time ofRead More »Tax Harvesting
The power of Tax Deferred Growth
The Power of Tax Deferred Growth 630 Why are 401(k) plans, annuities, and IRAs so popular?
Understanding Health savings accounts (HSAs)
The ABCs of HSAs Health savings accounts (HSAs) have been available since 2004, but they’ve become more popular recently. HSAs offer income-tax advantages that canRead More »Understanding Health savings accounts (HSAs)
MINIMIZING THE TAX BITEon Your Investments
When you invest, your main focus should be achieving your financial goals, not avoiding taxes. That said, if an investment decision causes your tax billRead More »MINIMIZING THE TAX BITEon Your Investments
Divorce and Finances – Why It’s Important to have Financial Planning During a Divorce
During a divorce, it’s easy to get caught up in what is happening in the moment and not plan adequately for the future. ARead More »Divorce and Finances – Why It’s Important to have Financial Planning During a Divorce
Women Lack Life Insurance
Women comprise almost half the U.S. labor force, and their contributions to family finances are more important than ever.(1) A record 40% of households withRead More »Women Lack Life Insurance
A 401(k) Checkup
This is a great time of year to review your retirement account. For one thing, it’s tax season. So you’re already thinking about money. Plus,Read More »A 401(k) Checkup
Social Security in 2014
After announcing that benefits will increase 1.5% for 2014, the Social Security Administration provided some other information that may be of interest. Benefits. The averageRead More »Social Security in 2014
Mutual Fund Facts
What’s the difference between open-end mutual funds and exchange-traded funds (ETFs)? Here’s a side-by-side look at the two types of funds: When investors sell mutualRead More »Mutual Fund Facts