Know What You Have: How to Conduct a Home Inventory
A home inventory is a complete and detailed written list of all your personal property that’s located in your home and stored in other structures like garages and tool sheds.
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How to Choose a Beneficiary for Your IRA or 401(k)
Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws to select the right beneficiaries.
Financial Moves to Make When Expecting a Baby
So, you’re going to have or adopt a baby. Congratulations! Parenthood may be one of the most rewarding experiences you’ll ever have.
Don’t Let Your Biases Inhibit Your Retirement Savings Effort
We often inhibit our retirement savings efforts because of our biases. These biases cause us to make emotional money decisions that hurt our retirement savings over time.
529 Plans vs. Other College Savings Options
Section 529 plans can be a great way to save for college. In many cases, it is the best way for families and individuals to save for a student’s college expenses.
Charles Schwab & TD Ameritrade Update
In 2019 Charles Schwab and TD Ameritrade entered into an agreement for Charles Schwab to acquire TD Ameritrade. The combined company will be the largest custodian service provider for Registered Investment Advisor firms like Navalign, with over $5 Trillion in client assets across 24 million client accounts.
Third Quarter Outlook 2020: A Shockingly Swift Recovery
Despite medical, economic and social turmoil, the market rebounded in the 2nd quarter to the surprise of most investors. The recovery isn’t exactly what it seems; while the largest tech stocks posted gains, many other companies are still down double digits.
Financial Planning for Your Child with Special Needs
As the parent of a child with special needs, you will face many of the same obstacles that other parents face, plus you’ll cope with some unique challenges as well.
