Living Within a Budget
Before you make a purchase, you should check your budget, not your checkbook balance.
Investment Companies—Open End vs. Closed End
A management company is an investment company that manages a portfolio of securities for its shareholders. Mutual funds fall into this category. Management companies are divided into two categories: open-end or closed-end.
Planning with Children from a Previous Marriage
If you have children from a previous marriage, you will want to clearly outline what they are to inherit in your Will as your current spouse could cut them off after your death.
College Planning Overview
A college education will be one of the most expensive purchases a family will make, so it is best to start saving early to an account specifically designated for education funds.
Leasing a Car vs. Buying a Car
If you want a new vehicle, you will have to decide if you want to lease the auto or take out a loan to finance the purchase.
Recordkeeping—Common Requirements for Personal Taxes
As a taxpayer, you are obligated to keep records to substantiate your deductions and tax basis.