March 2017 Posts

  • What bond ratings do agencies use?

    Bond rating agencies typically use similar scales, and it may be helpful to understand how to compare ratings from multiple agencies....
  • What are bond ratings?

    Bond ratings are an essential tool when considering fixed-income investments. Ratings provide a professional assessment of credit risk, or the risk of default, which can be measured to some degree by analyzing the bond issuer's financial condition and creditworthiness....
  • Spring Cleaning Your Finances

    The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime that have built up throughout the winter season. And while most spring cleaning projects are likely focused on your home, you could take this time to evaluate and clean up your personal finances as well....
  • Converting Retirement Savings to Retirement Income

    You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to take a few steps first....
  • Four Ways to Double the Power of Your Tax Refund

    The IRS expects that more than 70% of taxpayers will receive a refund in 2017.ยน What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable....
  • Trump Delays Rule That Retirement Advisers Put Their Client's Interests Ahead of Their Own

    President Trump signed an executive order calling for a review of the so-called fiduciary rule, which was intended to prevent financial advisers from steering their clients to bad retirement investments by requiring advisers to act in the best interests of their clients....
  • Costs of Some New Long-Term Care Insurance Policies Rise in Latest Survey

    A couple who are both age 60 and who purchase new long-term care insurance coverage can expect to pay between 6 and 9 percent more compared to a year ago according to the 2017 Long Term Care Insurance Price Index, an annual report from the American Association for Long-Term Care Insurance, an industry group....
  • Is It Better to Use Joint Ownership or a Trust to Pass Down a Home?

    When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better method?...
  • Things to Remember at Tax Time

    Tax day, which is April 18th in 2017, is approaching and it is time to begin crossing T's and dotting I's in preparation for paying taxes....
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