November 6, 2009
By:Dan Deighan, CLU, CFC
Investors should consider obtaining a qualified second opinion when concerned about "bleeding" of portfolio values due to market losses.
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September 18, 2009
By:Joshua Barnard, ChFC
I have several credit cards, two of which have sizable balances. Is there a way I can manage my debt in a way that improves my credit score?
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September 18, 2009
By:Dan Danford, MBA, CFP, CRSP
Recent changes in credit card laws will likely affect everyone in ways both positive and negative.
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September 18, 2009
By:Joshua Barnard, ChFC
I have an adjustable-rate mortgage that I've had no problem paying, but it's about to go up in a few months and I'm afraid it'll be too expensive. What can I do?
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September 18, 2009
By:Joshua Barnard, ChFC
A general rule when deciding between paying down debt or savings is to estimate the difference between the interest rate of the debt and potential return on investment.
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September 4, 2009
By:David J. Schiller, JD
My daughter is a 19-year-old, part-time student in college. Are we subject to "kiddie tax"?
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September 4, 2009
By:David J. Schiller, JD
What is the difference between a 529 plan and a Coverdell Education Savings Account?
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August 21, 2009
By:Bill Cleveland, MBA, CPA, CFP
Now may be the time to review your original goals for having a retirement plan, then evaluate whether your plan is meeting those goals.
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