Category
Scottrade and TD Ameritrade Coming Together as One
By Mark FisselPosted on October 28th, 2016
Scottrade has reached an agreement to be acquired by TD Ameritrade. This includes Scottrade® Advisor Services. Separately, Scottrade has reached a similar agreement with TD […]
Learn MorePretax, Roth, or After-Tax Contributions: Which Should You Choose?
By Mark FisselPosted on October 28th, 2016
If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose? Pretax: Tax benefits now With pretax contributions, the money […]
Learn MoreAre You Ending 2016 Healthy, Wealthy, and Wise?
By Mark FisselPosted on October 28th, 2016
Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made […]
Learn MoreWill vs. Trust: Is One Better Than the Other?
By Mark FisselPosted on October 28th, 2016
When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities […]
Learn MoreHow a Roth Conversion Can Benefit Your Heirs
By Mark FisselPosted on October 3rd, 2016
If you have an individual retirement account (IRA), you probably already know about required minimum distributions (RMDs). For traditional IRAs, including Simplified Employee Pension (SEP) […]
Learn MoreWhat are my health-care options if I retire early?
By Mark FisselPosted on September 30th, 2016
If you’re eligible for an early-retirement package from your employer, determine whether post-retirement medical coverage is included. These packages sometimes provide medical coverage until you […]
Learn MoreTop Financial Concerns of Baby Boomers, Generation Xers, and Millennials
By Mark FisselPosted on September 23rd, 2016
Many differences exist among baby boomers, Generation Xers, and millennials. But one thing that brings all three generations together is a concern about their financial […]
Learn MoreTen Year-End Tax Tips for 2016
By Mark FisselPosted on September 23rd, 2016
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. 1. Set aside time to […]
Learn MoreEarnings Call: A Closer Look at Financial Reports
By Mark FisselPosted on September 23rd, 2016
The second quarter of 2016 marked the fifth quarter in a row of declining U.S. corporate earnings. Low oil prices and a strong dollar were […]
Learn MoreQuiz: Test Your Interest Rate Knowledge
By Mark FisselPosted on August 25th, 2016
In December 2015, the Federal Reserve raised the federal funds target rate to a range of 0.25% to 0.50%, the first rate increase from the […]
Learn More