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Preparing Financially for Disaster
Disasters – be it hurricanes, earthquakes, terrorist attacks, or wildfires – are sadly an inevitable fact of life. And just as you might protect in advance your house and personal belongings from disasters, so too you must prepare your personal and financial information. More...
Investment Policy Statements for Trusts
Foundations, trusts and retirement plans are required to have an investment policy statement. Wealthy individuals, as well as anyone with money earmarked for goals such as retirement or college education, should have an investment policy statement. Often referred to as an IPS, the investment policy statement is the basic building block in an intentional investment process, according to Creating an Investment Policy Statement by Norman M. Boone, M.B.A., CFP®, and Linda S. Lubitz, CFP®. More...
SHOULD YOU CONSIDER A HEALTH SAVINGS ACCOUNT?
Often described as an individual retirement account for medical expenses, health savings accounts (HSAs) are billed as the elixir to rising health care costs, according to the Journal of Financial Planning. More...
NEW BANKRUPTCY LAW PROTECTS IRAS
On April 20, 2005, President Bush signed into law the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPA). The new law generally makes it tougher for people to protect their assets, but there are some exceptions. For instance, IRAs, fast becoming the biggest asset people have, actually receive more protection under the new law, which takes effect on October 17, 2005 More...
Other articles: [1] [2] [3] [4] [5] [6] [7] [8] [9] [10] [11] [12] [13] [14] [15] [16] [17] [18] [19] [20] [21] [22] [23] [24] [25] [26]
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