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After the Loss of a Loved One, Watch Out for Scams

Scam artists often prey on those who are most vulnerable. Unfortunately, this includes individuals who have recently lost a loved one and are easily taken advantage of during their time of grief. Scammers will look for details from obituaries, funeral homes,...
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Saving for College: 529 Plan vs. Roth IRA

529 plans were created in 1996 to give families a tax-advantaged way to save for college. Roth IRAs were created a year later to give people another tax-advantaged way to save for retirement. Along the way, some parents began using Roth IRAs as a college savings tool....
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Insurance Gaps May Pose Risks for High-Net-Worth Households

Serious accidents don’t happen very often, but when they do, the impact can be devastating. And unfortunately, you could be held legally responsible if a member of your household causes a car wreck or if someone is injured on your property, even if you go to...
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A Pension Strategy that May Boost Your Income

If you participate in a traditional pension plan (also known as a defined benefit plan), your plan may offer several payout options including “qualified joint and survivor annuity” (QJSA) if you are married. A QJSA is an annuity that pays a dollar amount...
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More Women Than Men Earn College Degrees

About 1,019,000 associate degrees, 2,136,000 bachelor’s degrees, 860,000 master’s degrees, and 206,200 doctoral degrees (which include medical and law degrees) are projected to be awarded during the 2023–2024 academic year. More women than men will attain...
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Do You Need to Adjust Your Tax Withholding?

Once you’ve filed last year’s tax return and can see where your finances are headed this year, it may be a good time to adjust your income tax withholding to help make sure you’re having the right amount withheld from your paycheck. Tax withholding...
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