Mutual Funds: BenchmarksYou will want to learn how to compare your mutual fund to a standard so you can tell how well your fund is doing in order to evaluate your portfolio.
Mutual Funds: Your PortfolioTo reach your financial goals of a comfortable retirement or sending the kids to college most of you will be investing in the stock market despite this volatility.
Investing In The Wrong StuffMost investors don’t even realize they are in the wrong type of investment until it’s too late.
Your Fund StatementMutual fund companies send out annual statements the end of January. Take the time to review them.
All About Fund BenchmarksYou will want to learn how to compare your mutual fund to a standard so you can tell how well your fund is doing compared to other similar mutual funds.
Saving For College With U.S. Savings BondsThe Education Bond Program was the first program available to offer any kind of a tax break for parents trying to save for college.
How To Successfully Merge Two HouseholdsCouples are marrying later in life, which means the merging two households.
The Rollover IRARollover IRAs are set up to receive distributions from qualified retirement plans such as your 401(k), 403(b), 457, or another IRA.
The Boomers’ Retirement IncomeAccording to a survey by Bankrate.com last summer, Boomers are retiring at the worst time in a generation.
Understanding Your Mutual Funds StatementMutual fund companies send out annual statements the end of January. Find them and take the time to review them.
When To Sell Those Mutual FundsThe number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
Beating Those Barriers To Your Financial SuccessThere are many obstacles you will encounter while trying to achieve your financial goals.