Issue 43.10
Many investors commit a common estate-planning mistake with their IRA assets. Unfortunately,the mistake sometimes becomes apparent only after the account owner dies— when it comes time to transfer the IRA to the heirs. For the [...]
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Issue 39.10 A will is a “living” document;therefore whenever you have a major life change you should consider reviewing your will. Part of this review should include making sure the person you have chosen to be your executor or personal representative [...] Issue 35.10 The two words signify a far-reaching kind of financial care. There’s financial planning,and then there’s wealth management. Think of wealth management as a step up from garden-variety financial planning. One office (rather than one [...] Issue 31.10 What it is,why people opt for it. Ever hear of critical illness insurance? This isn’t standard-issue disability insurance,but a cousin of sorts. With people living longer,it is a risk management option [...] Issue 27.10 If passed,H.R. 3524 would spare some heirs from estate taxes: An interesting bill on the back burner of Congress: Last summer,Reps. Mike Thompson (D-CA) and John [...] Issue 23.10 Now is a good time to examine what’s in your portfolio. The stock market is unsettled … and perhaps its fluctuations are unsettling you. It’s a stressful time for the economy and Wall Street,and [...] Issue 15.10 It’s easy to be victimized. What can you do to protect yourself? Identity theft can be as primitive as “ghosting” – taking a dead person’s name and making a fake Social Security card with a [...] Issue 11.10 Meet diversification,patience,and consistency. Any investor would do well to call on three friends during the course of his or her financial life:diversification,patience and consistency. Regardless of how the markets perform,they [...] Issue 8.10 How’s your pension plan doing? Many people know they have a pension plan,but they’re not quite sure how it works,how stable it is,or exactly how their money is invested. The details are often hazy. Issue 6.10 A little phrase that may mean a big difference. When you read about investing and other financial topics,you occasionally see the phrase “tax efficiency” or a reference to a “tax-sensitive” way of investing. What does that really mean? [...] |    | |||||
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