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Manage Your Money Better By Focusing on What You Can Control
Focusing on what you can control is one of the best ways to manage your money. Investors often fail to recognize the aspects of their
How Do Interest Rates Affect Bonds? Relationship Between Rates, Bond Prices and Yields
One of the most important things to know about bonds is how changes in interest rates affect bond prices, and therefore yields (unless held to
5 Financial Tasks to Prioritize in the New Year
There’s no better time than the present to get your finances ready for a new year. Unfortunately, for many busy professionals, there just isn’t enough
Inherited a 401(k) From a Parent? Tax Planning for Distributions
If you’ve inherited a 401(k) from a parent, you likely have questions about your options for the account and the tax impact. Luckily, non-spouse beneficiaries
How Much Money Do You Need to Retire Comfortably At 60?
How much money do you need to retire at 60? That depends entirely on how much you plan to spend in retirement. Absent a large
Year-End Financial Checklist: 4 Money Moves You Should Prioritize Now
The end of the year is a busy time for most people. Unfortunately, it is usually also the last opportunity to make financial moves that
How to Find a Fee-Only Financial Advisor
When starting to search for a financial advisor, investors may not realize the different types of advisors out there…and they’re not all trying to sell
What Happens to Stock Options When a Public Company Goes Private?
With so much emphasis on IPOs, investors are sometimes surprised when publicly traded companies decide to go private. There are many reasons a company may
What is a Brokerage Account? Reasons to Use a Brokerage Account
What is a brokerage account? A brokerage account is a non-retirement investment account. Essentially, a brokerage account is the opposite of a retirement account like
Putting A Lump Sum Towards Your Mortgage Won’t Lower Your Payment
Putting extra cash towards your mortgage doesn’t lower your payment If you have extra cash and are considering putting it towards paying down your mortgage
Inheriting a Trust Fund: Distributions to Beneficiaries
If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information
Should You Take an Early Retirement Package? What to Look for in a Buyout Offer
Deciding whether or not to take the offer of a voluntary early retirement package or buyout from an employer is a big decision. Taking an
Should You Use Retirement Accounts to Delay Social Security Benefits?
When your paychecks stop, you’ll have to decide where to turn for retirement income. Many individuals have several options: cash savings, IRAs and retirement accounts,
Are Target-Date Funds A Good Choice For Your 401(k)?
Nearly every retirement plan offers target-date funds as investment options. But are target-date funds a good choice? The age-based method of setting your asset allocation
What You Need to Know About Capital Gains Tax (2024)
Updated for 2024. What is a capital gains tax? When you sell an asset like a stock or a home, your gain could be taxable.
How Are Stock Options Taxed?
How are stock options taxed? If you have stock options or equity-based compensation as a large part of your income, the tax treatment of your stock
How to Find a Fiduciary Investment Advisor
Looking to find a fiduciary financial advisor and wealth manager? Only fiduciary advisors are legally bound to act in your best interest at all times.
What To Do With Excess Cash: 7 Ways to Use Extra Savings
What should you do with excess cash? If you are holding too much cash, consider how to use the extra money to your benefit. If