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A Balancing Act
Rebalancing is an investment strategy that may help keep you
on target!
Benefits of
529 Higher Education Savings Plan
Section 529 higher education savings plans…provide a flexible,
tax-efficient way for parents, grandparents or legal guardians
to save money for future education costs.
College Savings
A college savings plan is beneficial in
that it provides a vehicle to fund the high cost of education,
and may also offer significant tax benefits.
Common
IRA Mistakes
IRAs can be great retirement planning tools. However, here
are four common errors to avoid in handling your IRA.
Does Your Investing Personality Affect Returns?
Do you consider yourself an experienced investor or are you just learning the ropes? Whether you feel you are an aggressive investor or a defensive investor, newbie or old-hand, there are several basic rules you need to know, understand and apply to your investment plan.
Consolidating
Retirement Plan Assets
Here are some simple steps to rolling over your retirement
assets.
Consumer Sense
This article covers several short- and long-term items to consider in achieving your overall financial goals.
Estate
Planning Tips
Sound estate planning may help you save thousands of dollars.
Here are a few planning tips.
Five
Fundamentals of Asset Allocation
Important factors to keep in mind when determining the asset
allocation that is right for you.
I'm
Thinking of Retiring. Now What?
Planning carefully, investing wisely and spending thoughtfully
will help increase the likelihood that your retirement will
be a financially secure one. Read this article to learn more.
Improve
Your Credit Score
Understanding how your credit score affects your financial
life is critical. Learn the basics and even start correcting
a bad score.
Investing
101
As Benjamin Franklin observed in his "Poor Richard's Almanac,"
"It's never too early to start saving." Check out these steps
to a better financial future.
Make Your Money Last in Retirement
As people now are generally living a much longer and healthier retirement, they need to ensure that their money will last as long as they do. Here are some action items that can help you navigate your retirement.
Retirement
Facts for Women
This article explains why retirement planning is different
for women.
Roth IRA: An
Amazing Tax Savings Option
This article discusses some of the benefits of a Roth IRA
and how it might contribute to your retirement goals.
Socially
Responsible Investing
This article describes some common strategies for investors
who want to balance social and environmental concerns with
investment decisions and their impact on society.
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