How to Minimize the Risk of Identity Theft
…in your name and remains until you remove it. Steps to place an alert or freeze can be found at the Federal Trade Commission. Access the government’s free resource for…
…in your name and remains until you remove it. Steps to place an alert or freeze can be found at the Federal Trade Commission. Access the government’s free resource for…
…in cases of complex designations. These lengthier beneficiary designations frequently accompany estate plans that include trusts or complex tax planning. Per Stirpes vs. Per Capita Latin for “by roots,” per…
…fulfill giving goals, satisfy up to $100,000 in RMDs, and help individuals avoid a 50% penalty on unmet RMDs. Vista proactively communicates with clients who still have RMDs to take….
…invests in highly rated, tax-exempt Oregon municipal bonds, the income from which is generally free from federal and state income tax. Tax-free municipal bonds, both state-specific and national, have long…
…trading strategy can possibly believe they are capable of outsmarting today’s ultra-competitive market. ________________________________________ [1] http://www.cbsnews.com/news/is-the-us-stock-market-rigged/ [2] Foley, Stephen. “Vanguard chief defends high-frequency trading firms.” Financial Times, April 25, 2014….
If you own a home or a car, you’re probably familiar with property and casualty insurance. It’s one of the most common forms of insurance available – providing protection against…
…dedicated computer. To protect against malware, buy an inexpensive computer to use exclusively for accessing bank and brokerage accounts and other sensitive financial information. This may seem extreme, but it…
…care options—senior living communities and continuing care retirement communities (CCRCs)—can give you confidence as you proceed. Notes Before You Begin Your Search If you have already acknowledged you or a…
…many potential outcomes, creating complexity and uncertainty. For example: Employment transitions: complex compensation planning, 401K rollovers, concentrated stock positions Family finances: managing debt, emergency savings, buying a home, saving for…
…the game with comprehensive planning and preparation. This is also true of markets and investing. While investors can’t control how the market will perform tomorrow, next month, or next year,…
…alluring as those new AirPods, but they’ll come to appreciate the value of a good investment. Gifting securities can be a little complex because gift value is based on current…
…for college with a 529 plan? Contributions to a 529 plan grow tax-free, and withdrawals for qualified education expenses are also tax-free. Additionally, several states provide incentives such as income…