DOL 401(k) Plan Disclosure Rules Take Effect Soon
New rules are requiring 401(k) plans to provide detailed information to participants about the plan and its investments. Learn more in this week’s Business Tip.
Women and Estate Planning
They say men are from Mars and women are from Venus, but is this true when it comes to estate planning? Find out in this week’s Financial Tip.
Creating Entity to Hold Real Estate Separately
Creating a separate entity, such as a partnership, to hold your real estate provides both insurance and tax advantages. Read more in this Business Tip.
Growth vs. Value: What's the Difference?
You should understand what you are buying when choosing between a growth or value stock for your portfolio. Find out more in this week’s Financial Tip.
Working During Retirement
According to the Employee Benefit Research Institute’s 2011 Retirement Confidence Survey, 74% of workers plan to work in retirement, but historically only about three in 10 retirees have been able to do so. If you plan to work during retirement, consider how you might adjust your plans if ill health or job loss prevented employment. Learn more in this week’s financial tip.
Active vs. Passive Portfolio Management
Portfolio managers employ many methods when managing a portfolio. We take a look at active vs. passive management in this week’s Financial Tip.
2012 Annual Limits Relating to Financial Planning
Need to know the contribution limits for the various retirement accounts? We have your answers! View the Sheets
Preretirement
Preretirement is the stage of life when you can solely focus on planning and saving for your retirement years. Learn more about Preretirement in this week’s Financial Tip.
Making the Most of Your Gift Cards
Bil Lako, CFP®, shares his financial insight into giving and receiving a gift card.
Estate Tax is Portable—For Now
For 2012, the basic estate tax exclusion amount is portable between spouses.