A will is often the cornerstone of an estate plan. With that being said, here are five things you can do with a will.
It’s a Catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement.
Wondering if you can transfer your traditional 401(k) balance over to a Roth IRA? Well, the answer is yes.
Prepaying funeral expenses may allow you to “lock in” costs for future funeral or burial services at an agreed-upon price.
For many workers, there may be mathematical and psychological advantages to keeping a pension. On the other hand, a lump sum could provide financial flexibility that may benefit some families.
Did you know that the Internal Revenue Code contains quite a few exceptions that allow you to take penalty-free withdrawals before age 59½?
For many families, a college education is a significant financial burden that is increasingly hard to meet with savings, current income and a manageable amount of loans. For some, the ace in the hole might be grandparents.
The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment. It’s helpful to understand the opposing ideas, even if you want the best of both in your portfolio.