When searching for a financial professional, what questions should you ask? After all, it’s your money. You deserve to know who’s investing your savings, their professional background, and how much it will ultimately cost you. Here are seven questions to get you started. Can you think of any others you’ve asked your financial professional?
If we were to list out all the stuff you need to get your estate organized, you’d probably never want to do it. Yes, it can be quite overwhelming. That’s why we’re listing out the basics to inspire you to get a plan in place before it’s too late.
Millions of Americans provide care for incapacitated loved ones. To assist with Social Security benefits, they may need more than powers of attorney. Learn about Social Security’s representative payee program.
There’s more to the new year than party hats and noisemakers. It can be a good time to look back at your financial health, look ahead to where you want to be, and put together a strategy. A financial checklist can help.
Making a charitable donation has never been easier. It seems that every day we are bombarded with requests to help with disaster relief, political causes, animal shelters, local schools, etc. Before you take the plunge to give a year-end gift, get some tips about getting the most from your gift and how donating can actually benefit your mental well-being.
Between holiday gatherings, last-minute shopping, and making that cherished batch of grandma’s ginger-spiced cookies, this can be a busy time of year. But it’s worth setting aside time to review your year-end financial picture. Here are three things to think about.
An employer-sponsored retirement plan is an essential perk as you change jobs throughout your career. But what happens when you start collecting a string of 401(k) plans? Here’s what you need to know before rolling over your plan.
In estate planning, trusts can be established to easily transfer assets to heirs. With the right setup, assets in a trust can avoid probate and taxation, and immediately pass from the original owner to the heirs. That’s all well and good, but what type of trust is best for you?