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Category Archives: Other

Understanding Your 401(k)

Understanding Your 401(k)

Money doesn’t grow on trees. But it does in a 401(k). That’s because, most likely, your employer matches your contributions—which you get to keep even if your investment earns absolutely nothing. For example: suppose your company matches your contribution up to 4% of your income; if you earn $70,000 per year and put in that […]

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Do I Need Disability Income Insurance?

Do I Need Disability Income Insurance?

Although most of us are aware of the need for health insurance coverage when determining our risk-management needs, many of us fail to consider the possibility that we could become disabled. A disability income insurance policy can help replace income lost because of an injury or illness. Few people would have an adequate “war chest” […]

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What Is the Capital Gains Tax?

What Is the Capital Gains Tax?

Capital gains are the profits realized from the sale of capital assets such as stocks, bonds, and property. The capital gains tax is triggered only when an asset is sold, not while the asset is held by an investor. However, mutual fund investors could be charged capital gains on investments in the fund that are […]

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How Can I Benefit from a Charitable Lead Trust?

How Can I Benefit from a Charitable Lead Trust?

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some charitable trust strategies before but decided against them because you wanted to make an immediate gift to charity. With a charitable lead trust, your gift can have an immediate impact, and […]

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