5 Times You Should Check Your Credit Report

You could think of your personal credit report as a health history for your finances. But unlike your actual health history, which is unlikely to fall prey to tampering, your

Will Your Heirs Escape the Estate Tax?

In the past, those inheriting large estates often faced severe taxation. These situations often prompted wealthier individuals to pursue some complicated, creative estate planning maneuvers aimed at avoiding the bulk

Does the New Tax Plan Affect Your Deductions?

As you have probably heard by now, in December Congress finally passed a sweeping reform to our income tax system. While many of the bill’s effects remain to be fully

Honing Your Financial Skills in Retirement

As you approach your expected retirement date, you probably picture yourself enjoying a long, healthy retirement. You have many years ahead of you to enjoy the best of what life

Plan Your Charitable Contributions Carefully

At this time of year, we’re all feeling even more generous than usual. It feels great to help out a favorite charity or two, and we enjoy the added incentive

6 Ways to Protect Yourself from Con Artists

If you’re retiring comfortably, or still in the process of accumulating a sizable retirement fund, you face fewer risks than other retirees. Unfortunately, you’re also at greater risk of one

Take These Tax Planning Steps Before the End of the Year

Tax planning might be the last thing you want to think about at this time of year! But because many tax breaks are based on actions you took before December

Avoid This Surprise When You Retire

As you prepare for retirement, you’re going to hear and read many different tips and strategies. It can sometimes be difficult to separate fact from fiction, or determine which strategies

Index Investing 101

You invest because you want to grow your money, but that growth can occur in numerous ways. Each investor’s strategy differs slightly – or in some cases, significantly – from