June 17, 2019

Your financial co-pilot

If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions and spouses or children have little comprehension of what happens each week, month, or year with a portfolio.

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>> Mutual Funds vs. ETFs; similarities and differences. >> Retirement planning weak spots; they are all too common >> Steps to catchup if you are behind on your retirement savings? >> Adjusting your portfolio as you age >> When is Social Security income taxable? >> Debunking a few retirement myths >> Retirees, check your withholding >> Underappreciated options for building retirement savings >> Social Security gets its big boost >> No, that is not the I.R.S. calling >> Is Gen X preparing adequately for retirement >> Tax scams and schemes >> A retirement fact sheet >> Ways to ease college costs >> Preparing to retire single >> Could assumptions harm your retirement strategy? >> Bad money habits to break >> Have you budgeted for retirement? >> Saving your elderly parents from financial fraud >> The different types of IRAs >> Annuities for retirement income >> Annuities for retirement income What prospective annuity holders should consider >> Build your rainy day fund >> Details people should know about Medicare >> Five retirement concerns too often overlooked >> Investing means tolerating some risk >> Your diversified portfolio vs. S&P 500 >> Making a charitable gift from your IRA >> Tax considerations for retirees >> Smart moves for new parents >> When you retire without enough >> ABLE accounts for disabled >> When a family member dies >> An executor checklist >> The retirement we imagine, the retirement we live >> Retirement plans for individuals & businesses >> College funding options >> Turn your intent into a commitment, set goals as you save and invest >> Managing money well as a couple >> Tax efficiency in retirement >> Set goals as you save and invest >> A retirement gender gap for women >> What should you keep? >> Catching up on retirement saving >> The retirement mind game

Mutual Funds vs. ETFs; similarities and differences.

The growth of exchange-traded funds (ETFs) has been explosive. In 1998, there were only 29; at the end of 2018, there were over 1,900 investing in a wide range of stocks, bonds, and other securities and instruments.

Retirement planning weak spots; they are all too common

Retirement savers will want to diversify their invested assets.