Articles

By Steve Giles Once your retirement fund is in order, you need to know about the options available for tucking away money for school. A few options offer tax advantages, including the Coverdell Education Savings Account, the 529 College Savings Plan and the Uniform Transfer to Minors Account. […]

Through November, the stock market was on track for one of the 20 top annual returns since the 1929 stock market crash. In a MONEY TALK VIDEO, Bob Landaas talks about what that could mean for charitable giving. […]

By Alexis Kobin A majority of American adults die without writing down their most basic desires for what is to happen when they pass on, according to estate planners. I am 29, and the idea of writing a will seemed pointless at this stage, until the birth of my son. He’s been my catalyst for many changes, and thinking of what will happen to him when I die is one of them. Everyone should make some basic estate plans, regardless of your stage in life. When you put the work in ahead of time, it ensures that whatever life brings, you can influence the outcome, even if you’re not present when decisions need to be acted on. […]

By Isabelle Denton Just as it is important to be sure that you are allocated appropriately given market conditions and your risk tolerance, you need to know how your money will be passed to your heirs and that it is aligned with the rest of your estate plans. […]

You might think that the “long term” doesn’t apply anymore once you retire, but if you were to retire at 65, you still might have a 30-year investment career in front of you.

Asset allocation accounts for the bulk of the long-term performance of investment portfolios. For the same reason you don’t put all your eggs in the same basket, successful investors rely on an array of investments. As Marc Amateis explains in a MONEY TALK VIDEO, mutual funds can help make it easier to diversify a portfolio. […]