The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other...
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May 15, 2017
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution...
May 10, 2017
Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make homeownership more affordable and less expensive....
May 02, 2017
Traditional investment indexes such as the S&P 500 are weighted based on market capitalization, the value of a company’s total outstanding stock....
Apr 20, 2017
Tips on tapping into various sources of retirement income To enjoy a long and comfortable retirement, you may need to balance multiple types of...
Apr 02, 2017
American personal debt is near an all time high. Last year more Americans filed for bankruptcy than graduated college. 42% of America lives...
Apr 02, 2017
The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas...
Mar 30, 2017
There may be a role in your portfolio for managers who use research, analysis and experience in making investment decisions. For many investors,...
Mar 27, 2017
Imagine having to remember and describe every item in your home, especially after you’ve been the victim of a fire, theft, or natural disaster....
Mar 21, 2017
Floods, tornadoes, torrential rain, lightning, and hail are common events in many parts of the country during the spring and may result in widespread...
