Caring for Your Aging Parents

Caring for Your Aging Parents

Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little...

Introduction to Investment Planning

What is investment planning? The investment planning process If you’re fortunate enough to have money left over after paying the costs of living, you may be able to make that extra money go to work for you by investing it to earn a financial return. Investment...
Active vs. Passive Portfolio Management

Active vs. Passive Portfolio Management

One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the performance of a given benchmark index by using his or her judgment...

Assuring the Smooth Distribution of Your Estate

What is it? One of the nicest gifts you can leave your heirs when you die is an estate that’s in good order, planned according to your wishes, with a guardian designated to represent any minor children, and with provisions to cover estate taxes . You can...

529 Plans and Financial Aid Eligibility

If you’re thinking about joining a 529 plan, or if you’ve already opened an account, you might be concerned about how 529 funds will affect your child’s chances of receiving financial aid. Of all the areas related to 529 plans, financial aid is...