Section 529 Plans: Saving for College
A college education is one of the best investments you can make for your child’s future. But the high cost of college may alarm you — especially if you’ve waited Continue Reading →
Month: March 2018
Double Your Impact With These Charitable Giving Strategies
Americans are a generous people. Many support charitable organizations that enhance their communities and enrich their personal lives. In addition to giving wisely to nonprofit groups, it’s important to anticipate Continue Reading →
Hucksters and Hype: Signs of a Stock Scam
You’ve probably received them — e-mail or text messages touting a “hot” stock and directing you to a website for more information.1 Be cautious. You might be the target of Continue Reading →
Help Minimize Your Risk of Tax Refund Fraud
In 2016, The Internal Revenue Service stopped 787,000 confirmed identity theft returns, totaling more than $4 billion.* Whether you self-prepare or hire a professional to file your taxes this year, Continue Reading →
Are Markets Concerned About A Trade War?
The United States’ planned tariffs could have a large positive or negative impact on individual industries. However, the potential for them to have a meaningful effect on gross domestic product is Continue Reading →
Distributions and Rollovers: What You Need to Know About Roth 401(k)s
The Roth 401(k) resembles the Roth IRA, in that contributions are made with after-tax dollars and qualified withdrawals can be made tax free. But, as the name implies, it also Continue Reading →
Growth Investing — A Core Part of Your Long-Term Strategy
Long-term investment goals are as unique as the people who set them. Some investors set their sights on building a dream home; others may be looking to launch a new Continue Reading →