Financial Planning with Health Insurance in Mind

How much might health care cost you someday? “Financially speaking, what would be the worst thing that could happen to you?” If you ask a hundred people in their forties that question…

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The IRS Has Made Changes to 529 Plans

Learn about the two new tax perks for these college savings vehicles. Do you have a 529 plan account? Then you will want to know about a pair of federal tax law changes which may benefit you and your student, one involving a February 16 deadline…

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The Investment Needs of Non-Profits

Just like households, charities and other groups need wealth-building strategies. As non-profit organizations grow, they also need to grow and preserve wealth.

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Trend & Momentum Investing

Should you consider these approaches?

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Dollar Cost Averaging in a Down Market

This investment technique may help you take advantage of the downturn.

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Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors.

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Should We Break Up the Big Banks?

Should We Break Up the Big Banks? One Federal Reserve official says we should rethink our financial system…

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Should You File Your Taxes Jointly, Or Not?

For many married couples, filing jointly is a good idea, but there are exceptions…

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Building a College Fund For Your Kids at an Early Age

Do it smartly, without the all-too-common missteps…

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White House Proposes Changes to Retirement Plans

A look at some of the ideas contained in the 2017 federal budget.

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