Managing an Inheritance
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that
Understanding Extended Care
Addressing the potential risks of extended term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 70% of
Global vs. International: What’s The Difference?
With international stock markets comprising about 45.5 percent of the world’s capitalization, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with
What Is a Roth 401(k)?
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.1 And some
How Does Your Credit Score Compare?
Your credit score is simply a statistical estimation of how likely you are to pay your debts and, by extension, how much credit you should have. Everyone is different – everyone has a different history, different experiences.
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are older, “and-a-half” birthdays start making a comeback. In
Immediate vs. Deferred Annuities
Despite not being as well known as some other retirement tools, annuities account for 8% of all assets earmarked for retirement. With about $2.3 trillion in assets, annuities hold more funds than Roth IRAs.1 An annuity is