How do you make sense of a personal budget? Is it about listing expenses to see where you money is going? Yes and No. Wondering if your spending your income wisely? The 50/30/20 rule will help to put meaning to your spending. The article looks at how much your income...
Similar to a will and last will and testament, a trust document details how you want your assets distributed upon your death and how to take care of your minor children financially. There are two different types of trusts: revocable and irrevocable. Your trustee will...
“There is one core tenet to my investment philosophy: Focus on important factors that you can control, and let go of the ones you can’t. This will be an important driver of your long-term investment success, and you have complete control over it. Cost of...
Was your 401(k) plan (403(b) and TSP) your introduction to investing in stocks, bonds and money markets? This is the case for many people. However, what you may not have realized is that this savings vehicle is the most important account you will ever have! Often...
Answer: Yes. Anyone with earned income who is under age 70½ can open and contribute to a traditional IRA (Individual Retirement Account). The contribution limit is $5,500 for 2015 (unchanged from 2014), plus an additional “catch-up” contribution of $1,000...
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