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If you’re saving money for college through a tax-deferred 529 plan (or you know someone who is), a new mobile app from Sallie Mae could help you add even more to the till. If you have a device like an iPhone, iPod touch, Android or… read more
Have you ever wondered why some business people are more successful than others? It doesn’t seem to make a difference what product or service they are selling either – certain individuals just have a natural ability to make a… read more
As our economy begins to recover, more and more workers will be seeking new jobs. In fact, a recent survey found that two out of three employees want to find a new position. So what happens to their 401(k)s when they leave? For many… read more
How many times have you received a 500 percent increase on a tax exemption? The federal gift tax exemption did just that – going from $1 million to $5 million for an individual and from $2 million to $10 million for couples – but… read more
A recent study by Bankrate found that nearly one-fifth of full-time employed Americans have raided their retirement accounts in the past year to cover emergency expenses. These results match a Fidelity Investments study last year that… read more
If you’ve been sitting on the investment sidelines the past few years, perhaps you’re wondering if it’s time to get back into the game. The Standard and Poor’s 500 tracks the prices of 500 of the largest publicly… read more
Does your company provide target date funds as an option in its 401(k) plan? Many 401(k) plans use them as the default investment for plan participants who do not select their investments under the plan. Target date funds do make investing… read more
It’s that time of year when unsuspecting taxpayers receive suspicious emails, phone calls, faxes or notices claiming to be from the IRS. Many of the scams use the IRS name or logo to appear more authentic. These scams, known as… read more