How to Assess Your Medicare Coverage
Medicare open enrollment starts on October 15. This article will offer some ideas and suggestions for how to determine if you should consider changes to your coverage.
Quiz: Caring for Aging Parents
Too often, families put off caring for aging parents by avoiding difficult discussions. This article urges you to take a proactive approach. It also shares some insights about what’s important to aging parents.
What Is Sector Investing?
From time to time, investors may hear an upbeat outlook for a sector of the economy. Does that mean it presents a good investing opportunity? This article takes a look at sector investing and other non-traditional investments.
What to Keep in Your Wallet and What to Leave at Home
Some people have wallets that are bursting at the seams with a variety of stuff, including photos and old receipts. This approach could open them up to more risks than they realize.
Personal Finance Numbers To Know
With personal finance, understanding the numbers can be critical for your long-term financial health. In this article, you’ll learn about net worth, credit scores. credit card debt, mortgage balances, interest rates, and social security benefits.
NOT ALL MUNICIPAL BONDS ARE CREATED EQUAL
Some investors take an interest in municipal bonds when they learn about the potential tax advantages they offer. But it’s important to remember that not all municipal bonds are created equal, and the tax treatment of one can be much different than the tax treatment of another.
DO I NEED A BUDGET?
“If you don’t know where you want to go, then it doesn’t matter which path you take,” said the Cheshire Cat in Lewis Carroll’s classic novel, Alice in Wonderland.
AN INTRODUCTION TO TRUSTS
“Trusts? They’re for rich people.” We often hear this when we start a discussion about the role a trust can play in a family’s overall estate strategy.
RETIREES TALK ABOUT RETIREMENT
One of the best resources for “real-time updates” on how retirees are settling into retirement is the Retirement Confidence Survey, which has been conducted for the past 33 years by the Employee Benefit Research Institute.
WHAT THE YIELD CURVE SAYS ABOUT THE HEALTH OF THE ECONOMY
Turn on the television or browse the Internet, and you’ll see there’s no shortage of opinions about what’s next for the economy.
