If you’re eligible to save in your employer’s 401(k) plan, you might have questions about your allocation options. While 401(k)s are significantly simpler than an entirely self-directed brokerage account, they can still be intimidating for retirement savers who are...
A beneficiary is the person who is chosen to receive the proceeds of a trust, will or insurance policy. These legal documents or contracts will name one or more beneficiaries who will be awarded the deceased’s assets by a trustee or executor on behalf of the estate or...
If you’re a current retirement saver or you’re starting to look at your options, you may have seen articles about the ongoing debate between self-directed individual (or independent) 401(k)s and IRAs and employer-sponsored 401(k)s. The benefit of independent 401(k)...
There’s a misconception that financial advisors and investment managers are primarily there to help unsophisticated retirement savers who haven’t spent a lot of time learning about their investment options. You might be surprised to learn that financial planners and...
When investors or advisors refer to dividend stocks, they’re usually referring to specific companies and shares that regularly pass a significant percentage of their profits on to stockholders. This profit sharing can be used by some retirees as income to fund their...
