Articles

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.

There are numerous investment alternatives available to help provide liquidity.

Money market funds can be a highly liquid and effective cash management tool.

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

Understanding different types of investment risk can help investors manage their money more effectively.

ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.

There are several funding methods for a child's college education including mutual funds and Section 529 plans.

When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

There are three basic types of medical insurance plans: fee-for-service, managed care, and high-deductible health plan.

Changes to the tax code have left a few key deductions for itemizers, like medical, dental and some business expenses.

Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.