Currently Browsing: Investor Education

The Investment Risk You May Not Know About

What can you do to allay this risk?  Provided by Kenneth Hagel   Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an inse

Read More

The A, B, C, & D of Medicare

Breaking down the basics & what each part covers. Provided by Kenneth Hagel Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. Parts A &am

Read More

Should You Use 529 Plan Funds on K-12 Education?

Federal law says you can, but you may want to think twice about it. Provided by Kenneth Hagel When President Trump signed the Tax Cuts & Jobs Act into law late in 2017, new possibilities emerged for the tax-advantaged investment vehicles know

Read More

Update Your Estate Plan to Take Advantage of Tax Reform

Wealthy? MarketWatch shows you why it is smart to update your estate plan to take advantage of tax reform: https://tinyurl.com/ycm7lmol

Read More

Choosing a health insurance plan this fall?

Are you choosing a health insurance plan this fall? Read this Forbes article: https://tinyurl.com/yc6jquom

Read More

The Problems from Dying Without a Will

Referencing the passing of Aretha Franklin, MarketWatch notes the problems from dying without a will: https://tinyurl.com/y9mjp8yn

Read More

Save & Invest Even if Money Is Tight

For millennials, today is the right time. Provided by Kenneth Hagel If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potentia

Read More

Starting a Roth IRA for a Child or Grandchild

This early financial decision could prove profoundly positive over time. Provided by Kenneth Hagel Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that tee

Read More

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Provided by Kenneth Hagel Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trust

Read More

Should You Leave Your IRA to a Child?

What you should know about naming a minor as an IRA beneficiary. Provided by Kenneth Hagel Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. Until the child turns 18 (or 21, in some st

Read More