A mutual fund pools the money of many investors to purchase securities. The fund’s manager uses those securities to pursue a stated investment strategy.
112 Updates found.
When you die, you leave behind your estate. Your estate consists of your assets–all of your money, real estate, and worldly belongings.
You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement.
Everyone knows “what” they want, but when it comes to the “how,” we’re often at a loss. Whether it’s simply providing financially for your family without worry, your first home, or even a luxury trip, your dreams don’t have to hang out of reach.
Despite a massive “second wave” of COVID-19 cases in the 4th quarter, the stock market finished the year at an all-time high as vaccines began to be distributed globally.
We all want to retire comfortably. But for some, saving for your children’s college education and saving for retirement at the same time can be a real challenge.
As a business owner, you’re going to have to decide when the right time will be to step away from the family business and how you’ll do it.
Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die?
Employers can offer 401(k) plan participants the opportunity to make Roth 401(k) contributions. If you’re lucky enough to work for an employer that offers this option, Roth contributions could play an essential role in maximizing your retirement income.