MedjetAssist—Offering Peace of Mind for Travelers
If you travel frequently and prefer the care of your own doctor, you may want to consider a program designed to assist in medical evacuations if a catastrophe should occur.
Electronic Income Tax Filing
You can greatly reduce the error rate on your tax returns by e-filing. As a bonus, you can generally receive your refund in three weeks.
Cost Basis Consideration
When determining your capital gains and losses, cost basis information is essential.
Mutual Fund Fees and Expenses
Mutual funds incur costs that must be paid from fund assets. These costs are incurred through marketing, advisory fees, accountants’ fees, legal fees, custodial fees, etc. Simple transactions such as buying, selling and exchanging shares can be costly.
Independent 529 Plans
An independent 529 Plan is a prepaid tuition plan for private colleges and universities. Account holders buy certificates that are redeemable for a pre-established percentage or tuition at any member school.
Mutual Funds—Different Types
Mutual funds can be classified into several sub-groups: types of funds, open-end vs. closed-end and share classes. An investor who chooses to invest in mutual funds should understand the various differences between funds to ensure that their goals and objectives are inline with those of the fund.
Making Budgets Work
Missing your target on your budget does not mean your budget won’t work. You just need to set more realistic targets.
Preparation Tips for a Budget
We offer six easy tips for creating your own budget.
Mutual Fund Basics
Investing in individual common stocks can be an expensive endeavor. Commissions to the broker on every buy and sell can add up over time. Many investors instead choose to invest in mutual funds based on the misconception that mutual funds do not charge commissions. In reality, mutual funds, even funds that are no-load funds, can be costly to buy, sell or simply hold.
Importance of Budgets
Every day we are surrounded by the realities of rents and mortgages, groceries, children and endless bills. A budget can help make it all work.