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Category Archives: March 2013

Tablets May Help Simplify Small-Business Tasks

Tablets May Help Simplify Small-Business Tasks

Not long ago, small businesses may have found it difficult to compete with larger companies, especially those with the financial resources to develop or purchase more advanced technology. In the last couple of years, however, innovative and relatively inexpensive apps for tablet computers may have helped some small businesses save time, increase productivity, and reduce […]

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Considering the Costs of Long-Term Care

Considering the Costs of Long-Term Care

  It may not be pleasant to think about the possibility of being unable to take care of yourself, but about seven out of ten people over age 65 are expected to need some form of long-term care during their lifetimes.1 Many people might be able to stay in their own homes and receive care […]

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Making Distribution Decisions in Retirement

Making Distribution Decisions in Retirement

More than one-third of retirees lack confidence that they will have enough money to live comfortably throughout their retirement years.1 Committing to a savings strategy during your working career could go a long way to help alleviate this concern, but it’s also important to make sound decisions when withdrawing assets from the portfolio you worked so […]

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Are You Ready for E-Social Security?

Are You Ready for E-Social Security?

As of March 1, 2013, paper Social Security checks will be a thing of the past, and all retirement and disability payments (with minor exceptions) will be made electronically. Beneficiaries may choose to receive their monthly payments by direct deposit to a bank or credit union account or to a Direct Express® debit card. The […]

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A Closer Look at Closed-End Funds

A Closer Look at Closed-End Funds

As an investor, you probably own mutual funds and have an understanding of how they work. However, you may not have considered that the vast majority of mutual funds are open-end funds that don’t restrict the number of shares but rather issue and redeem them in response to investor demand.1 You might want to expand […]

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Fiscal Cliff Deal Settles Tax Issues, Delays Debt Reduction

Fiscal Cliff Deal Settles Tax Issues, Delays Debt Reduction

The American Taxpayer Relief Act of 2012, approved by Congress on January 1, 2013, left current income tax rates in place for most households. However, it raised taxes on high earners for the first time in about 20 years.1If a deal had not been struck, federal income taxes were scheduled to return to higher pre-2001 […]

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