Taken by itself, the word "risk" sounds negative. But broken down into what it really stands for in terms of investing, it begins to be a little more manageable. By…
KenFebruary 12, 2014
Market news, retirement advice & planning tips.
Lewis Carroll, the author of Alice’s Adventures in Wonderland, once said, “If you don’t know where you’re going, any road will get you there.” This is certainly true when it…
KenFebruary 12, 2014
As tax laws change, college investment planning becomes increasingly complex. The most beneficial strategies for creating a college fund are quite similar to other investment tactics. Investment products that are…
KenFebruary 12, 2014
Every investor dreams of buying into the market at a low point, just before it hits an upswing, and garnering a large profit from selling at the market’s peak. But…
KenFebruary 12, 2014
Looking for a tax-advantaged college savings plan that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition?…
KenFebruary 12, 2014
The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways to manage and protect your…
KenFebruary 12, 2014
In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a matter of fact, the manner in…
KenFebruary 12, 2014
Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that families with closely held businesses should consider is the family limited partnership.…
KenFebruary 12, 2014
Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you can utilize a variety of strategies. The…
KenFebruary 12, 2014
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