Below you'll find a list of all posts that have been categorized as “Financial Planning”
Layoffs are a fact of corporate life as companies cope with economic cycles and global competition. If you get caught in a corporate downsizing and you are not immediately moving to a new employer, you commonly have three options for your retirement plan assets: Leave your money in the current plan. Take a cash or “lump sum” distribution. Transfer …
Marriage affects your finances in many ways, including your ability to build wealth, plan for retirement, plan your estate, and capitalize on tax and insurance-related benefits. There are, however, two important caveats. First, same-sex marriages are recognized for federal income and estate tax reporting purposes. However, each state determines its own rules for state taxes, inheritance rights, and probate, so …
When it comes to investing, many people associate risk with losing money. But investing demands different forms of risk. Understanding each type — and the possible return linked with your retirement portfolio — can help you determine whether your investments are suitable for your situation. Examining Risk and Return Stocks historically have displayed the highest level of market risk — …
Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accrued to disappear if you don’t manage your money correctly or have a plan to guard your assets against sudden disaster. Traps like the ones revealed below could easily impede your financial security. Planning ahead can protect you and your family from getting …
