How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
Which are the most tax-advantaged ways to save for kids’ college costs? Will your income stream last through retirement? Is your investment portfolio aligned with the economic and market outlook?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read an article in its entirety.
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
The Consolidated Appropriations Act, 2021 included several provisions affecting financial aid and education. Learn more.
As a consumer, have you noticed shortages? Here are some of the reasons behind supply-chain problems and how they might impact the economy.
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
This article discusses socially responsible investments that may enable the pursuit of financial returns and make a positive global impact.
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
As more states increase the minimum wage, small businesses may start feeling the economic impact. Read this article for some coping tips.
This article offers an overview of spousal benefits, which could make a big difference in funding retirement for a married couple.
This article discusses various high-frequency indicators economists use to monitor the pandemic’s impact and the economic recovery’s progress.
Do you understand the Social Security retirement earnings test and how it may affect your current and future Social Security benefits?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
Learn the story behind the extreme volatility of “meme” stocks promoted through social media, including the risk for individual investors.
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Do you know the differences between open-end and closed-end funds? This article compares the two.
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
This article looks at the pace, scope and potential future of the jobs recovery following the unprecedented job loss due to the pandemic.
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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