Consider the “Why” When Gifting Assets
When it comes to gifting assets and passing down an inheritance, too often we fixate on the “how,” but don’t consider the “why”. In other words, although the mechanics of making gifts and transferring assets…
Why You Should Regularly Review Beneficiaries and the Titling of Assets
Imagine this. Your ex-spouse is enjoying a fabulous cruise around the world thanks to your generosity following your untimely death.
What is a 529 Plan, and Why Should I Open One?
You don’t need a Ph.D. to know the costs of education have risen dramatically in recent decades. Many parents worry about how they will pay for their kids’ schooling from they day they are born.
Understanding Fund Fact Sheets
One of the more confusing parts of participating in an employer-sponsored retirement plan is choosing how to allocate your funds. Fund fact sheets provide information on a fund’s objectives, holdings, fees, and past performance and…
Understanding Mutual Funds
One way to cushion investment risk is to have a well-diversified portfolio; but without a sizable sum of money to invest, you may not be able to hold a large enough mix of stocks, bonds,…