Reconciling Your Bank Account—Old-Fashioned?
Each month when you receive your bank statement, you should reconcile your checkbook register to your account statement. In this article we provide the steps and tips to keep your account balanced.
Understanding Your Personal Credit
Your personal credit report provides prospective lenders a history of your borrowing and payment habits.
Employee and Employer Fringe Benefits
Fringe benefits are one of the overlooked benefits when considering a new job. These might garner you a discount on merchandise or services, or earn you points and rewards that you can use personally.
Divorce and Retirement Plan Assets: The QDRO
A qualified domestic relations order allows retirement assets to be transferred to the other party’s retirement plan or IRA free of any current tax liability.
Treasury Inflation-Protected Securities (TIPS)
TIPS are a type of security offered by the U.S. Treasury that provides protection against inflation. When you purchase a TIP, you will receive the interest payments semi-annually and you will at least receive your original principal amount at maturity, however unlike a regular Treasury bond, the interest and redemption amounts are tied to inflation rates.
Mortgage Rate Locks
Locking in a mortgage rate often ensures you receive the best rate possible, but there are a few items to look out for.
Qualified Retirement Plans Introduction
Qualified retirement plans provide a method for business owners and employees to save money, tax deferred, for their retirement.