What Does the SEC’s ‘Reg BI’ Ruling Mean?
What is the U.S. Securities and Exchange Commission’s “Regulation Best Interest” ruling? And what does Reg BI mean for you as an individual investor? Get the details — and learn
Jason Speciner
Back to Basics: Social Security
How does Social Security work? How much will you receive? And when should you start taking benefits? If you have Social Security questions, you’re not alone. Read on to learn
Money Is Cheap Most Places … Except Your Wallet!
With low interest rates available for mortgages and auto loans, why are credit card rates still so high? Some possible reasons as well as how you can make the best
Back to Basics: Tax Planning
Happy Independence Day! While tax season may seem like a distant memory for those haven’t filed extensions, July can be a great time to check in on your tax situation
A One-in-Four Chance
Is your financial plan complete? Considering a 20-year-old today has a 25% chance of becoming disabled during his or her working years, disability insurance is an important consideration. Learn about
Giving Money to Kids, Part 3: Minors Trust, UGMA and UTMA Accounts
Looking for more ways to give money to the kids in your life? If Section 529 plans, Coverdell accounts, and IRAs don’t seem like the right gifting vehicles for you,
Back to Basics: 3 Ways to Pay Down Debt
What’s the difference between “good” and “bad” debt? Get a snapshot of debt levels in the U.S. today — and learn three of the most-used methods for paying it off.
Giving Money to Kids, Part 2: Coverdell and IRA Accounts
In Part 2 of our series on giving money to kids, we explore two other higher education investment vehicles: the Coverdell Education Savings and individual retirement arrangement (IRA) accounts. Learn
Miss These 4 Student Loan Slip-Ups
With the FAFSA deadline coming up fast, what should you look for — and avoid — when considering federal student loans to help fund college for yourself or your child?