The Cost of Medical Care
The expense of insuring yourself may be minor compared to the price of surgeries and procedures. When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current
The I.R.S. Has Enhanced the 2020 RMD Waivers
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19
Little-Known Homeowners Insurance Facts
You may be surprised to learn what is and is not covered. If you have a homeowners insurance policy, you should be aware of what this insurance does and does not cover. These policies have
Eldercare Choices in the COVID-19 Era
Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost
Saving Early & Letting Time Work for You
The earlier you start pursuing financial goals, the better your outcome may be. As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares
“Backdoor” Roth IRAs
If you make too much money to open a Roth IRA, you could create one this way. You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household confidence was shaken. The Standard
Why Having a Financial Professional Matters
A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such
Pullbacks, Corrections, and Bear Markets
What’s the difference? What do these terms mean for you? The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a time when the entire