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Plan Ahead for Gift Giving

Special occasions often call for gift giving: a graduation in May, a wedding in June, an anniversary in July, and birthdays throughout the year. Each event seems to sneak up on us -- and our budgets. Retailers plan for holidays and seasonal sales, so why not do a little gift planning of your own?
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How to Manage an Inheritance

Over half of American retirees expect to leave an inheritance for their loved ones, with an average value of more than $176,000. If you have recently received a bequest or are anticipating inheriting sizeable assets, now is the time to plan. Here are some tips to help you manage an inheritance.
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"Stretch"-ing Your Wealth to Future Generations

You probably understand that an IRA can be an effective way to save for retirement. But did you know that it can also be an effective estate-planning tool, allowing you to transfer wealth to future generations while reducing, deferring, or even eliminating income taxes on your retirement savings. Transferring wealth with a multigenerational "stretch" IRA could be an ideal solution for you.
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Six Tips to Help You Avoid Online Fraud

As technology continues to evolve, so too have the skills of cyber-criminals, who have honed their ability to break through firewalls, stealing valuable personal data and funds. What steps can you take to better secure your valuable personal and financial data when banking online?
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Year-End Tax Planning Strategies

Although tax day is still months away, it is not too early to think about ways to curb your 2014 tax bill. Here are some yearend pointers for minimizing or delaying taxes.
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Should You Purchase an Annuity?

If you are retiring soon and looking into your options to start drawing down your savings from your employer-sponsored plan, you may have the opportunity to purchase an annuity. Annuities, simply put, help you ensure that you'll have enough income to last a lifetime.
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Year-End Planning to Help You Lower Your Tax Bill

As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there's no better time for tax planning than before year-end.
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Understanding Hedge Fund Styles

Hedge funds are a diverse class of investments that use aggressive investment strategies to seek greater-than-average total return with lower levels of risk.
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Market Capitalization: A Tool for Understanding a Stock's Risk

Market cap -- or market capitalization -- allows investors to understand the relative size of one company versus another.
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Understanding the Affordable Care Act: Essential Health Benefits

Beginning in 2014, the Affordable Care Act (ACA) will greatly expand the health care benefits for the millions of Americans with no health coverage or who are underinsured.
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