Articles

Four Numbers You Need to Know

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future.

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Are You Ready to Retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire.

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What Is an ERISA Fiduciary?

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit plans. At the time, there were

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Is It Wise to Trade Your Pension for a Lump Sum?

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of private-sector

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Tax Benefits of Homeownership

Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive. There may also be tax benefits under state law.

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Save Taxes Over Time – Two Roth Conversion Strategies

There are many things to consider when looking at Roth conversion strategies. Each person’s current and future situation should be reviewed to determine the best plan of action. Congress, in an

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Top 6 Points to Consider as You Approach Retirement

If you're a decade or so away from retirement, you've probably spent at least some time thinking about this major life change. How will you manage the transition? Will you travel, take up a new

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Top Strategies for Repaying Your Student Loans

You vaguely remember signing a form every year at college registration time. Now that you've graduated, it's all become painfully clear--those forms were promissory notes detailing your student

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Digital Deception: Current Trends in Cybercrime

n December 2016, Yahoo announced that data associated with more than 1 billion user accounts had been stolen in 2013. The company believes this was a separate incident from a previously announced

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Spring Cleaning Your Finances

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring

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