Financial Articles
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Six Potential 401(k) Rollover Pitfalls
You're about to receive a distribution from your 401(k) plan, and you're considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some…
Medicaid Planning Basics
The best time to plan for the possibility of nursing home care is when you're still healthy. By doing so, you may be able to pay for your long-term care…
Protecting Your Loved Ones with Life Insurance
How much life insurance do you need? Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations,…
Life Insurance at Various Life Stages
Your need for life insurance changes as your life changes. When you're young, you typically have less need for life insurance, but that changes as you take on more responsibility…
Back to Basics: Diversification and Asset Allocation
When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation. Diversification helps limit exposure to loss…
Active vs. Passive Portfolio Management
One of the longest-standing debates in investing is over the relative merits of active portfolio management versus passive management. With an actively managed portfolio, a manager tries to beat the…