Articles

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

Compare the advantages and disadvantages of different gifting strategies available for planned giving.

It’s important to understand mutual fund loads, or sales charges, and exactly what they entail so you can make informed investing decisions.

Understanding different types of investment risk can help investors manage their money more effectively.

Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Company-owned life insurance is one way to help protect a business from financial problems caused by the death of a key employee.

Variable life insurance gives you the control to allocate your account value among a variety of investment options.

To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

Tax-deferred retirement account withdrawals before age 59½ generally trigger a 10% federal tax penalty.