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Negative Borrowing Rates – Can’t Happen, Right?
In Denmark, it actually happened! You borrow money, pay no interest, and collect a premium to boot. However, as an investor, you pay the bank to hold your money.
Financial Fraud Against Seniors
Five million! That’s the number of financial fraud cases perpetrated against seniors in the United States each year according to a recent study by Consumers Digest.
When Good Funds Go Bad
We all know what to do when good pets go bad – make a bad reality TV series! But what should an investor do when a good mutual fund “goes bad?”
New 529 Savings Plan for Disabled Individuals
On March 21, Governor Pence signed legislation allowing Indiana to create the ABLE savings account for people with disabilities. These accounts have favorable tax benefits, but also some drawbacks. Regardless, this could be a game-changer for special needs individuals!
Adding Alternative Investments
Alternative investments are not simple or inexpensive. However, if they work, your investment portfolio potentially has better returns with less volatility. And, the availability of these investment options is increasing. But, are they right for you?
Down Payment Hysteria!
There are two words that will send chills down the spine of any potential home buyer: down payment.
Retirement Calculators: Accurate or Not?
A recent study puts into question the outcomes of retirement calculators. “Misleading”, “over-optimistic”, and “little help to consumers” are conclusions reached by researchers for the majority of online calculators tested.
Who are Your Beneficiaries?
When was the last time you updated, or even thought about, the beneficiary designations listed on your retirement accounts, life insurance, or annuity contracts? If you don’t remember, it’s definitely time to review!
Who will Raise Your Child?
There is nothing better than celebrating the birth of a new baby. If it is the first baby, there are many “first time” experiences to be enjoyed as well as some “first time” decisions to be made. Naming a guardian is one of those.
Socially Responsible Investing for an Impact
Many investors are concerned about the impact companies have on the environment, society, and the economic well-being of the global population. For this reason, they are seeking more than just a dollar return on their investments.
Tips for Completing the FAFSA
Completing the Federal Application for Student Aid (FAFSA) to apply for financial aid for your college-bound child is a stressful process that can tie up your free time for weeks.
How Much House Should I Buy?
The busy home-buying season is just ahead. Whether you’re a first-time homebuyer or a seasoned homeowner looking to upgrade or downsize, it’s important to know how much home you can afford to buy.