…your plans. Setting a Strong Example Building a secure financial future takes meticulous planning, budgeting and frequent communication. Taking a careful approach can help secure your own comfort and demonstrate…
…goal in common: Don’t run out of money. Have you thought about how much you want to withdraw each year after retirement? Having a solid plan in place will not…
…account is a type of savings account that allows adults to control funds on behalf of a minor. Minors can take control of the account when they come of age,…
…companies. Fewer companies offer long-term care contracts, and many of those that do have significantly increased premiums on existing policies. If you’re interested in long-term care coverage, consider shopping sooner…
…“It’s a catastrophe,” Zabel said, suggesting a bill would be due in nine months, forcing the family to start liquidating assets immediately. [Source] (Quoted from http://now.msn.com/gandolfini-will-disaster-creates-dollar30-million-bill-to-the-irs on 7/14/13 @ 4:30pm)…
…Such passive, nontraditional index funds come in a few different flavors based primarily on the systems they use to invest. Below are some examples. DFA funds: Among the best-known practitioners…
…four macro indicators: recessions, commodity spikes, aggressive Fed tightening, and/or extreme valuations. The most common factor was a recession, unsurprisingly, which has coincided with a bear market eight times. This…
HNWs Worry About Unintended Consequences of a Big Inheritance Merrill Lynch report finds parents worried about the effects of too large an inheritance From: thinkadvisor.com he vast majority of wealthy…
Inflation could crack your nest egg From: cnbc.com Remember inflation? It’s been a while since it was a big part of American life. Inflation has been so low that Social…
The Policy Lapse Lawsuit From: inforcepro.com As many of you have heard, there has been another tragic case of a life insurance policy lapsing and not catching it until the…
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