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When a Minor is a Beneficiary

Some factors for parents & grandparents to consider.

Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance policy, IRA or investment account, they should be aware that most policies and investments will not directly transfer to a minor. 1,032 more words

Financial Planning

Weighing the Choice between Taxable and Tax-Free Bonds

If you’re considering the purchase of an individual bond or even a bond mutual fund, one of your first concerns will be its yield. However, when comparing various yields, you need to make sure you’re not comparing apples to oranges. 1,228 more words

Financial Planning

ING Retirement Planning and Investment – Get the Best Guidance and Support

You might be looking to plan for a healthy retirement and be self sufficient for 25years or even more after your retirement. You won’t like to have any risk in building your retirement savings as they are supposed to last till the rest of your life and protect you against any long-term care or medical cost. 390 more words

Retirement Planning

Five Key Benefits for Military Families

Military families face plenty of financial challenges. If you’re saving for college or retirement, buying a home, or wondering how to help secure your family’s financial future, don’t overlook these five important benefits. 1,516 more words

Financial Planning

Signs of Elder Abuse

Physical, mental & financial warning signals.

Is someone taking advantage of someone you love? June 15 is World Elder Abuse Prevention Day, a day to call attention to a crisis that may become even more common as baby boomers enter the “third acts” of their lives.1… 920 more words

Financial Planning

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