Resources

When planning for tax season, don’t forget about the taxes that you may owe on any mutual funds you own. Your CPA or Certified Financial

Is the time right to consider converting your variable rate debt to a fixed rate? There are pros and cons associated with both methods, and

College planning is a major financial goal for countless American families, and it can be a source of much anxiety and confusion. This “Test Your

Thinking of tapping the equity in your home to do a renovation, buy a second home, or consolidate debt? Home equity loans and lines of

It probably comes as no surprise that the cost of long-term care services — including nursing homes, assisted-living facilities, and home-based care — continues to

Fear is a powerful emotion and market losses can be fear inducing. But history shows that emotion is a poor compass for charting your investment

You have probably seen the news coverage about the Greek debt crisis, and have wondered what impact it may have on your investment portfolio. As

After another good year on Wall Street in 2014, some stock market prognosticators are predicting a reversal of fortunes for 2015, while others expect another

The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers,

The issue of health care costs in retirement — and planning for them well in advance of retirement — is becoming key to any retirement