Investing Long Term? Don’t Overlook the Inflation Factor!
Inflation can eat away at your savings. This report explains how you can defend against inflati […]
Longevity Risk and Retirement Income
What risks do retirees face in outliving their assets and what steps they can take to reduce such risks?
Many America […]
Paying Off Student Loans
There are many choices for repaying student loans. This checklist can help you weigh them.
Actively managing your debt is an important […]
By Eric Simonds CFP®
There is no shortage of people that want to “take care” of your money for you. Fidelity, Ameriprise, Edward Jones, Primerica and s […]
A look at potential tax consequences of mutual fund investing, including the calculation of cost basis for capital gains.
Unless your mutual fund investm […]
A look at credit card danger signals and steps you can take to keep your credit history accurate and in good standing.
Today’s American way of financial life […]
What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?
For U.S. federal income tax purposes, you may be able to exclude from inc […]
The right benchmark can help you measure performance and assess risk characteristics of your mutual fund.
Market benchmarks are used by investors to determine […]
As a single parent, you need to understand the financial strategies and lifestyle decisions that could improve your family’s current and future situation. But […]
Does Student Loan Refinancing Make Sense For YOU?
By Kathleen Davidson, Esq.
We all know that one of the keys to financial success is getting out of debt and […]