You may have read about the importance of having a will and that’s great. But it’s hard to get information about what happens to your assets if you die without one. Let’s consider that now. Many Assets Pass To Heirs Without Needing A Will Or Trust Keep in mind that the purpose of a will […]
2015 Tax Changes You Can Still Jump On
Even though we’re into the second half of the year, it’s not too late to take advantage of some cool tax changes in 2015. Specifically, if you contribute to retirement plans, contributions limits have expanded across the board and more options are available. That means you can sock more money into those plans than ever […]
How to Check on the Security of Your Life Insurance Company
If you need life insurance you want to be damn sure the coverage you buy is solid and will be there when the time comes. But how do know if your company is strong or about to go belly up? This is especially important if you focus on getting inexpensive coverage. It’s nice to save […]
A Simple Way To Use Graphs To Protect Your Investments
Big stock market declines sting. In fact, they hurt you twice. First, when the market crumbles it can take a big chunk of your money with it. And if you’ve ever gone through a steep market decline, the mere thought of going through another one might make you gun-shy with your money. As a result, […]
3 Ways to Rebalance Your Mutual Funds
If you own mutual funds it means you are going to have to decide what to buy, when to buy and when to sell at some point. This is known as rebalancing. But how do you know when to rebalance your mutual funds? The question comes up often and it’s crucial to address before you […]
How To Succeed At DIY Investing
You may find it weird to see a financial advisor telling others how to become great do-it-yourself investors. I understand that. But I’ll let you in a little secret. I know that there are people who are simply better suited to make their own financial decisions rather than work with an advisor. Not everybody needs […]