Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Near-Retirees

 

A Checklist for Taxable Bond Fund Investors

March 27, 2015 -

Five considerations for those investing in fixed-income funds


Read more

New Strategies for Covering Long-Term Care Costs

March 19, 2015 -

A recent study offers food for thought on the best way to insure against the risk of high long-term care expenses.


Read more

Backdoor Roth IRA? Avoid These 6 Mistakes

March 15, 2015 -

These errors can jack up tax—and opportunity—costs.


Read more

Cost-Basis Choices Not Set in Stone

March 5, 2015 - Investors may switch methods used to calculate capital gains, with one big exception.
Read more

The Tax Break That Does Not Die With You

February 27, 2015 -

Widowed investors are at risk of missing an important tax break because they are not aware of a key deadline.


Read more

6 Key Reasons Why Investing in a Taxable Account Is Underrated

February 25, 2015 -

Currently low tax rates are one of the key reasons that taxable accounts should be part of most investors’ tool kits.


Read more

Pay Some Tuition in Cash, Get a $2,500 Tax Rebate

February 24, 2015 -

Families with incomes of up to $180,000 can take advantage of the American Opportunity Tax Credit to recoup some college costs, but the measure is set to expire after 2017.


Read more

5 Myths About College Financial Aid

February 17, 2015 -

A look at the facts regarding why even students from wealthy families should fill out the FAFSA, the (remote) odds of getting a full-ride scholarship, and more.


Read more

How Your Social Security Benefit Is Calculated

February 12, 2015 -

Understanding the many factors that figure in to your benefit amount


Read more

4 Dangerous Assumptions That Could Hurt Your Retirement Plan

February 5, 2015 -

Simple steps to counteract common—and dangerous—retirement obstacles


Read more

Should You Make Aftertax Contributions to Your 401(k)?

February 1, 2015 -

New IRS guidelines enable heavy savers to get more assets into the Roth column.


Read more

Are Your Assets in the Right Types of Accounts?

January 27, 2015 -

Taking care with asset placement can result in big tax savings.


Read more

9 Ways to Secure Yourself From Cyber Thievery

January 25, 2015 -

Cyber security experts offer tips for more secure log-ins, app usage, and ongoing account monitoring.


Read more

Retirement Planning

January 21, 2015 -

Simple steps for late savers


Read more

Avoiding Retirement Savings Mistakes

January 12, 2015 -

How to avoid the mistakes that can reduce income security


Read more

Declining Oil Prices

December 14, 2014 -

The impact on investors


Read more

How to Choose a Tax Preparer

December 1, 2014 -

Use these tips to search for a qualified tax professional


Read more

Risk, Not Volatility, is the Real Enemy

December 1, 2014 -

Understand the important distinction to put your investments on solid ground


Read more

Target-Date Funds: To vs. Through Construction

November 1, 2014 -

Choose the strategy that best fits your risk profile


Read more

Re-Thinking Capital Loss Harvesting

October 22, 2014 -

Focus on capital gains rates


Read more

Pages