Rising Rates Threaten Bond Funds. Consider These Alternatives. By Jane Farrell article Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have … Read More→
_ Money Matters Mutual Fund Managers: No More Rock Stars By Jane Farrell article The era of celebrity mutual fund managers is over. A few titans retired with their reputations intact, but many have … Read More→
_ Money Matters Five Annuity Myths That Can Blind You to Good Options By Jane Farrell article Annuity myths are harmful because they lead people to dismiss annuities out of hand when they could be a perfect … Read More→
_ Retirement 4 Tips for Your Retirement Planning as a New Year Brings New Hope By Jane Farrell article COVID-19 took a heavy toll on the U.S. economy in 2020, causing millions of job losses and forcing many businesses … Read More→
_ Retirement Stressing Over Your Retirement Plan? 5 Ways To Boost Savings, Reduce Anxiety By Sondra Forsyth article Many Americans have long stressed over their finances, and the COVID-19 pandemic has increased that anxiety, a survey shows. Well … Read More→
_ Money Matters Pension or Lump Sum? Compare Payouts before You Decide By Jane Farrell article About half of pension plan participants can choose to take their money in a lump sum when they retire. If … Read More→
_ Whether The Stock Market Soars or Sinks, Stay Cool By Jane Farrell article Market timing doesnΓÇÖt work. Have a long-term plan and determine if youΓÇÖre over- or underinvested in U.S. stocks, foreign stocks … Read More→
_ Money Matters Spring Savings Tips to Plant a Prosperous Future By Sondra Forsyth article Two-thirds of Americans are limiting their spending each month, and among those 36 percent are doing it to save more … Read More→
_ Money Matters Cut Your Taxes in 2019 and Beyond By Sondra Forsyth article January is a good time to reassess your financial situation, including taxes. The first step is to estimate your 2018 … Read More→
_ Parenting Starting a 529 College Savings Plan Is a Great Idea, Even for Parents of a Newborn By Sondra Forsyth article There are two types of 529 accounts: the college savings plan and the prepaid tuition plan. The latter allows you … Read More→
_ Money Matters Retirement Is an Annuity a Good Choice for You? Here are the Questions to Ask By Sondra Forsyth article Annuities can help you save for retirement, reduce risk, cut your taxes and guarantee a lifetime income. But theyΓÇÖre not … Read More→
_ Four Big Retirement Threats and How to Protect Yourself By Sondra Forsyth article Four big expenses can wreak havoc with your retirement. Here are our big expenses to consider and how to best … Read More→
_ Money Matters Retirement Believing Annuity Myths Can Hurt You By Sondra Forsyth article People miss out on proven solutions to retirement saving and planning because they swallow myths and misconceptions. I HATE Annuities! … Read More→
_ Money Matters Asset Location, A Strategy to Cut Taxes, Is Often Overlooked By Sondra Forsyth article A new tax law may call for tweaking strategy but probably not big changes Asset allocation comes first, then comes … Read More→
_ Money Matters Make These Year-End Financial Moves NowΓÇöand DonΓÇÖt Make This Mistake By Sondra Forsyth article As 2017 lurches toward its end, investors need to plan their tax and investment moves before itΓÇÖs too late. But … Read More→
_ Charitable Giving Hurricane Giving: How to Make The Most of Your Donation By Jane Farrell article In the wake of natural disasters, let your giving be guided by both your head and your heart. Letting raw … Read More→
_ Money Matters Retirement Retiring Abroad? You Can Get Tripped Up by Taxes, Investments and Health Care Unless You Plan By Sondra Forsyth article People thinking of retiring abroad usually consider how health care, money and federal income taxes will work. But they often … Read More→
_ Money Matters Retirement Robo-Advisors Vs. Humans: Gauging The Outer Limits Of Automated Financial Advice By Sondra Forsyth article The use of robo-advisors is on the rise among investors looking for an alternative way to get help with financial … Read More→