Most Recent Planning & Investing Articles
10 Least Tax-Friendly States for Retirees 2016
Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad [...]
6 Questions About 529 Plans
What parents need to know about saving for college If you’re saving for your child’s higher education, you probably [...]
Interest Rates and Equity Returns
What will happen to equity returns if interest rates go up or down? Wei Dai, PhD, examined US market returns and a variety of interest rates and found the empirical relation has been weak and noisy.
Examining Donor-Advised Funds: Making it Easy to Make A Difference
Americans donate billions to charity annually. If you give to charity, you need to know about one of [...]
What to Do When Your Term Life Insurance Is Expiring
Many families are discovering that a 20-year term for a life insurance policy isn’t enough. In an ideal world, [...]
Helping Your Heirs While Helping Others
A charitable remainder trust (CRT) can be a highly effective financial and estate planning tool. The CRT can allow [...]
