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How to Know if Annuities Are the Right Investment for You
While annuities remain an attractive investment for many people, they aren’t for everyone. Find out if they are right for you.
Self-Directed IRAs: The Basics
Learn what a self-directed IRA is, the advantages and risks of owning one, and how to determine if this type of investment is right for you.
Financial Planning for Children with Special Needs
If you have a child with special needs, it is possible to ensure a stable life for you and your children. Read this post to learn more.
The Pros and Cons of Health Savings Accounts (HSAs)
A health savings account (HSA) is a type of savings account you can use to pay for qualified out-of-pocket healthcare expenses including deductibles and copays.
Estate Planning Basics: 6 Tools You Need to Know
Before you develop an estate plan, it’s important to understand estate planning basics. Familiarize yourself with these commonly used tools to start.
What to Do with Your 401(k) When Switching Jobs
In this post, we’ll explain your options and other considerations you’ll need to make with your 401(k) when changing jobs.
What You Need to Know About Spousal IRAs
If you’re married and your spouse doesn’t work (or earns a very modest income), you can help him or her save for retirement by contributing to a spousal IRA.
Common IRA Mistakes You Should Avoid
While individual retirement accounts (IRAs) are beloved by many investors, they do come with many complexities that—if ignored—can prove very costly.
The 4 Most Common Retirement Mistakes
Many retirees have regrets about their retirement-planning process. Here are four of the biggest and corresponding tips so you can avoid them.