Category: Wealth Management

Protect Your Heirs by Naming a Trust as IRA Beneficiary
Protect Your Heirs by Naming a Trust as IRA Beneficiary

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate.…

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Dividend Investing Small Payments Can Boost Returns
Dividend Investing: Small Payments Can Boost Returns

Owning shares of stock or stock funds might increase the value of your portfolio in…

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The College Landscape After Tax Reform
The College Landscape After Tax Reform

College students and their parents dodged a major bullet with the Tax Cuts and Jobs…

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Building an On Off Switch Into Your Estate Plan
An On/Off Switch for Your Estate Plan

When planning your estate, there can be tension between estate tax planning and income tax…

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Phishing Scam Targets SEC Investors

The Securities and Exchange Commission’s (SEC) Office of Investor Education and Advocacy (OIEA) issued a…

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Oversimplification in Target Date Funds
Oversimplification Endangers Retirement Savings

Since the Pension Protection Act of 2006, target date funds (TDFs) have increasingly found their…

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Settling an Estate Executors Inherit Important Responsibilities
Settling an Estate: Executors Inherit Important Responsibilities

Settling an estate, however, can be a difficult and time-consuming job that could take several…

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College Saving How Does a 529 Plan Compare to a Roth IRA
College Saving: How Does a 529 Plan Compare to a Roth IRA?

529 plans were created back in 1996, to give individuals and families a tax-advantaged way…

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Shedding Light on Collective Investment Trust Funds
Shedding Light on Collective Investment Trust Funds

Early collective investment trusts (CITs) were pools of securities, traded manually, and typically valued only…

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Deducting 2017 Property Losses from Your Taxes
Deducting 2017 Property Losses from Your Taxes

Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to…

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