The dark side argues that without commission-based sales people, low and middle income consumers will not have access to a financial advisor. They are wrong.
In addition to all of the other reasons people hate annuities, seemingly fraudulent advertising and sales techniques is a major factor.
These are two simple but effective strategies to help calculate a very good conversion target for this year.
People think about marriage differently. These views and more shape the way that people want per stirpes and per capita to work.
As the proud mother of a two-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.
This 2014 article reminds us: don’t wait until you “have more” or “make extra money” – start saving now! It is worth more.
What’s the difference between Schwab’s “Ending Value” line and their “Ending Value with Accrued Income” line on my monthly statements?
The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.
In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?
While this may seem complex, don’t let it deter you from using a 529 account to the fullest extent possible.