tax

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 […]