Tags » Netbenefits

The Market Is Up & I Am Not ... Why?

Remember that the major indices don’t represent the entirety of Wall Street.

The S&P 500 is up about 10% YTD, why aren’t I? If your investments are lagging the broad benchmark, you may be asking that very question. 846 more words

Financial Planning

Separately Managed Accounts: Tailored to Suit You

Mutual funds have been one alternative for many investors seeking professional money management. But when you buy shares of a mutual fund, your assets are pooled with those of other fund shareholders. 1,513 more words

Financial Planning

Social Security Survivor Benefits

How do you claim them? How much can you receive?

About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. 1,162 more words

Financial Planning

Getting Your Household Cash Flow Back Under Control

Developing a better budgeting process may be the biggest step toward that goal.

Where does your money go? If you find yourself asking that question from time to time, it may relate to cash flow within your household. 1,164 more words

Financial Planning

Medicare Prescription Drug Coverage

If you’re covered by Medicare, here’s some welcome news–Medicare drug coverage can help you handle the rising cost of prescriptions. If you’re covered by original Medicare, you can sign up for a drug plan offered in your area by a private company or insurer that has been approved by Medicare. 1,367 more words

Financial Planning

2015: A Time for Patience

Don’t let the market’s jumps rattle your commitment to staying invested.

What the market does today, it may not do tomorrow. That may seem elementary, but there are days, weeks, months, and even years when that investing lesson is ignored.   905 more words

Financial Planning

Common Deductions Taxpayers Overlook

Make sure you give them a look as you prepare your 1040.

Every year, taxpayers leave money on the table. They don’t mean to, but as a result of oversight, they miss some great chances for federal income tax deductions. 1,172 more words

Financial Planning