Retirement Myths and Realities
What will be your retirement reality? Do you know how much of it will be spent watching TV? Read about retirement myths and realities in this week’s Financial Tip.
How the Windsor Decision Affects Retirement Plans
The IRS and the DOL recognize legally married same-sex couples for tax and employee benefit purposes. Find out how this affect’s your business’s retirement plan in this week’s Business Tip.
Understanding Mutual Fund Share Classes
Funds that offer multi-class shares allow you to select a share class that is best suited to your investment goals. Read more in this Financial Tip.
Types of Stocks
Stocks are classified by type, size, cyclicality and location, which helps weed out those unsuitable for your strategy. Learn more in this Financial Tip.
Real Estate as an Investment
Dr. Gene and Bil comment on being a landlord and holding real estate as an investment.
U.S. Stock, Commodity and Option Exchanges
There is much more to “the markets” than the NYSE. Learn more about the many exchanges in the financial marketplace in this week’s Financial Tip.
Benefits Available for Military Personnel
Bil Lako, CFP® explains the many financial benefits available for military personnel to help them reach their goals. Read the Article
Are any financial aid programs tailored especially to parents of post-secondary students?
While most federal loans are provided directly to students, the Parent PLUS Loan program is available to parents. Learn more in this Financial Tip.
Focus on the Savings
Retirement depends on many factors, including how much you spend and when you want to retire. However, what is for certain is that you must save.
Types of Real Estate Investments
Real estate investments are more than buying a house. We explore several types of real estate investments in this week’s Financial Tip.