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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.
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Personal Liability Protection
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for a low cost, it can
What College Students Need to Know About Money
College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances. From deciding
IRS Changes Inheritance Rules: Protecting Your Legacy
IRS Changes Inheritance Rules: Protecting Your Legacy The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.1 It’s another quiet change
The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach
Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can do-it-yourself with
Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce
If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In
Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same
The Risk of Reverse Dollar-Cost Averaging for Retirees
After a lifetime of working, retirement is a time that we should be able to relax and enjoy ourselves. Unfortunately, retirement is stressful for many people simply because of the
The Pros and Cons of Investing in a 529 Plan for College
If you’re a parent of a child who may be heading to college in the future, it’s likely that you’ve thought about how to pay for their tuition. But paying
Passive Income Investments: How to Make Your Money Work for You
Income is the key to building wealth and is usually associated with working a full-time job. But what if you could potentially increase your income without working any extra hours?