Despite having an up-to-date will, you may not have selected the best way to pass a retirement account on to heirs.
Money & Life
A total return approach to generating portfolio cash flow helps balance risk and return, enabling a portfolio to meet retirees’ long-term spending needs.
Real estate prices can move sharply in both directions, providing an opportunity for savvy investors. Capitalizing on those opportunities, however, is difficult. For most, a house should be thought of primarily as a roof over your head and a great place to raise the kids.
The cost of a college education continues to rise faster than general inflation, making saving for a child’s future education a daunting task. Fortunately, state-sponsored college savings programs known as “529 plans” help families meet this challenge.