- A New Look at Old Retirement Savings Guidelines
Need help understanding complicated retirement savings guidelines? Here are four ideas to help simplify some savings strategies.
- A Steady Strategy
Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.
- An Introduction to Trusts
A properly constructed trust can serve many purposes for families — and not just for the wealthy.
- 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.
- Disaster Insurance Can Help Your Company Stay Afloat
It's important to identify the potential risks that threaten your business, create a disaster plan, and obtain adequate insurance.
- 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.
- Do You Need an Umbrella?
American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.
- Four Financial Numbers You Should Know
Four financial numbers that you should understand (and that could potentially improve your financial situation).
- Going Public
A discussion on the initial public offering (IPO) process, recent trends, and investment risks.
- 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 — Business Tax Breaks: Impact on Earnings and the Economy
An overview of the tax changes affecting corporations and pass-through businesses and the potential implications for GDP growth.
- HOT TOPIC — Changing Market: Municipal Bonds After Tax Reform
The Tax Cuts and Jobs Act of 2017 changed the playing field for municipal bonds that could affect the supply and demand of these securities.
- HOT TOPIC — Correction Time: The Market Takes a Hit
A look at some of the factors behind the recent market volatility and why investors should focus on long-term goals.
- HOT TOPIC — Tax Reform: How Will You Be Affected?
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.
- 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 — 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.
- How Long Should You Keep Financial Records?
The beginning of the year is a great time to organize records and discard old documents to make room for new ones.
- Illinois Highlights Credit Risk
A look at the tax advantages and credit risks associated with municipal bond 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.
- 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.
- 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.
- No Shortage of Liability Risks
Liability insurance can help offset unforeseen legal costs that could consume a business's profits.
- Phasing Out…or Practice Makes Perfect
Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.
- Pick Your Plastic: Debit or Credit?
Some pros and cons for the use of credit cards versus debit cards for purchases.
- Preparing to Withstand the Loss of Key Players
How key-person insurance policies can benefit small businesses.
- Rules of the Rollover
Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.
- Settling an Estate
Settling an estate can be a difficult and time-consuming job as there are some specific duties that often fall on an executor.
- The Cost of Caregiving
About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.
- Time to Hire? Consider the Pros and Costs
Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.
- Where There's a Will…
A 2017 survey found that only 42% of U.S. adults had a will or living trust. Here are three basic reasons why everyone should have a will.
- Why Hold Money Market Mutual Funds?
Why investors still hold money market mutual funds despite low returns.
