- A Map to Guide Your Family
A letter of instruction could be just as important as a will to help heirs settle an estate and move forward with their lives.
- An Affordable Insurance Solution
A new term life insurance policy can be quite expensive as people age. Survivorship life insurance may be a more cost-effective solution.
- Beyond Medicare: What Are Your Options?
A Medigap policy or a Medicare Advantage Plan could help provide more stability for health-care spending during retirement.
- Chained CPI and Your Taxes
One change made by 2017 tax legislation, a new way of measuring inflation, may have a significant effect on individual taxpayers over the long term.
- Choosing and Using a College Checking Account
Some tips for parents and college students to consider, whether opening a new checking account or using an old one.
- Dealing with Divorce
Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.
- Dividend Investing: Small Payments Can Boost Returns
Focusing on dividends can be appropriate for almost any investor, especially if they are reinvested to purchase additional shares.
- Equity REITs and Rising Rates
Fundamental factors that can affect the short- and longer-term performance of equity REITs, including taxation of REIT shares.
- ETFs on the Rise
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
- Family Limited Partnerships for Estate Planning Purposes
A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.
- Good News, Bad News for Boomer Retirement
Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.
- Guard Against Growing Cybersecurity Threats
A discussion of some specific cybersecurity threats and tips to help small businesses protect their interests from hackers.
- HOT TOPIC — Pain at the Pump: Why Does It Cost More to Fill Your Tank?
A look at the relationship between oil and gas prices, and how global factors have driven up prices at U.S. fuel pumps.
- HOT TOPIC — Trade Tactics: New Metal Tariffs Reflect Policy Shift
An overview of recent changes in U.S. trade policies, and how they might affect international relations and the U.S. and global economies.
- HOT TOPIC — U.S. Fiscal Issues: Larger Deficits Are Driving Up Debt
Why federal budget deficits are rising, and what the current fiscal situation could mean for the future of the U.S. economy.
- HOT TOPIC — Wage Growth: Watching for a Tipping Point
The factors that may be restraining workers’ wages and the economic implications of continued weakness or a sudden surge.
- HOT TOPIC: Bear in the Woods: Emerging Markets Credit Crisis
Looks at some of the reasons behind the big declines in emerging markets, and how these developing economies might affect U.S. investors.
- HOT TOPIC: Blockchain Buzz: Emerging Tech Offers Potential, Not Promises
A glimpse into how blockchain might impact businesses, and a warning for investors to heed the risks associated with blockchain investments.
- Income for the Long Run
A longevity annuity can bring some stability to a retirement strategy by providing a steady income late in life.
- Indexed Annuities: Potential Gain with Some Downside Protection
Indexed annuities offer potential for gain when the market is rising while helping to protect principal during a downturn. But they are not appropriate for every investor.
- Inflation Protection for Investment Dollars
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
- Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
- Is Smart Beta for You?
Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
- Key Tax Breaks for Business Owners
Small-business owners will want to take full advantage of every legal tax break available, such as deductions for a home office and automobile expenses.
- Making Sense of Bond Behavior
Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.
- Monetary Policy Update
How the Federal Reserve's monetary policies influence interest rates, economic growth, and inflation.
- New Tax Breaks for Pass-Through Entities
The new tax law includes several provisions that could benefit business owners, such as the pass-through deduction and write-offs for capital investments.
- New Tax Law Expands 529 Savings Plans
An overview of Section 529 savings plans, including their traditional use for college saving and the new rules for K-12 tuition.
- Oil Prices and the Economy
The relationship between oil prices and GDP growth has become more complicated in recent years due to the expanded U.S. presence in the global oil market.
- Pick Your Plastic: Debit or Credit?
Some pros and cons for the use of credit cards versus debit cards for purchases.
- Reward Workers and Fund Retirement with a Cash Balance Plan
Cash balance plans can be a powerful tool for employee recruitment and retention, plus they have generous contribution limits that increase with age.
- Risk Tolerance Is About You, Not the Market
An investor’s personal situation should be considered when assessing his or her risk tolerance.
- Rules of the Rollover
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
- Seven Classic Investing Quotes
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
- Social Security 101
An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.
- Two Technology Trends to Help Power Growth
Cloud computing functions could help small companies increase productivity with smaller up-front costs.
