Posted on Friday, August 10, 2018 by Bob Coode, CSA®
As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes?
Posted on Friday, August 10, 2018 by Deborah R. Marino
A beneficiary is the person or entity you designate to receive the death benefits of a life insurance policy. Some states require that your beneficiary have an insurable interest in your life or be related to you, while others have no such restriction.
Posted on Sunday, July 15, 2018 by Robert Coode
Even when most of a married couple’s retirement assets reside in different accounts, it’s still possible to craft a unified retirement strategy. To make it work, open communication and teamwork are especially important when it comes to saving and investing for retirement.
Posted on Thursday, July 12, 2018 by Bob Coode, CSA®
Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary.
Posted on Thursday, July 12, 2018 by Lou Trivisonno
Initial public offerings tend to reflect broader economic and market trends. And not surprisingly, 2017 was the busiest year for the global IPO market since 2007.
Posted on Wednesday, June 20, 2018 by Lou Trivisonno
If you’ve been thinking about converting your traditional IRA to a Roth IRA, this year may be an appropriate time to do so. Because federal income tax rates were reduced by the Tax Cuts and Jobs Act passed in December 2017, converting your IRA may now be “cheaper” than in past years.
Posted on Friday, June 15, 2018 by Robert Coode
Getting married is an exciting time for a couple. However, along with this excitement comes many challenges. One such challenge is how to manage your finances together.
Posted on Friday, June 15, 2018 by Bob Coode, CSA®
There are several reasons people may use a debit card for regular expenses and a credit card for “extras.” However, when deciding which card to use, you should be aware of other differences.
Posted on Friday, June 15, 2018 by Michael Granito, MBA
If you’re the parent of a high school student who’s looking ahead to college, it’s important to have a grown-up conversation with your child about college costs. A frank discussion can help both of you get on the same page, optimize the college search process, and avoid getting blindsided by large college bills.