Target-date funds are not as simple as they appear to be. Like all investment options, they have strengths and weaknesses.
The Markets (first quarter through March 31, 2025)
On February 1, 2025, President Trump authorized an additional 25% tariff on all goods entering the United States from Canada and Mexico and an additional 10% tariff on all goods from China.
If you procrastinate, you might face an unexpected tax bill with little or no time to come up with the money.
Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives.
Without an adequate emergency fund, a period of crisis could be financially devastating.
Roth contributions could play an important role in maximizing your retirement income.
Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities.
The year 2024 was extraordinary for the economy and the markets.
From successful investors, economists, and other insightful thinkers that may help provide perspective and focus for your own investing strategy.
There are many reasons people put off drafting a will — here are four that you might relate to.
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
The Markets (as of market close February 28, 2025)
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2024.
With the potential for tax-free retirement income, Roth IRAs may be appealing
investment vehicles.
This article focuses on federal student loans, highlighting current interest rates, borrowing limits, and repayment options.
Generally speaking, plan distributions prior to age 59½ may be subject to both income tax and a 10% early distribution penalty.
Deciding when to retire may not be one decision but a series of decisions and calculations.
The federal government insures certain pension benefits.
The treatment varies depending on whether the account is owned by a parent or by a grandparent.
In 2024, nearly all S&P 500 sectors posted gains in a year defined by AI enthusiasm and a robust U.S. economy.