Wealth Strategies

Smart estate and tax planning can play a big role in future income potential. Get perspectives on wealth planning strategies, college saving, and personal finance.

Wealth Strategies

Savvy Strategies for Large Distributions

A sizable distribution from your mutual fund at the end of the year comes with significant choices and possibly significant current taxes if the fund is held in a taxable account. Fortunately, you can make the most of a distribution and potentially soften the tax impact with a little careful planning.
10 Money-Wise Ways to Close Out the Year

10 Money-Wise Ways to Close Out the Year

A sizable distribution from your mutual fund at the end of the year comes with significant choices and possibly significant current taxes. Read on to find out the significant choices associated with that distribution.

 
Men and Women on Volatility

Men and Women on Volatility

When couples understand how their differing reactions to volatility can help them collaborate more effectively on investment decisions, they can strengthen their relationship and avoid mistakes that can derail their investment plan.

 
Ahead for Taxable Accounts: Mutual Fund Distributions

Ahead for Taxable Accounts: Mutual Fund Distributions

Each year, some mutual funds pass on capital gains and income to shareholders via a four component distribution.

 
Joint Planning Can Help Couples Build a Brighter Financial Future

Joint Planning Can Help Couples Build a Brighter Financial Future

Couples that engage in joint financial planning have better communication and greater optimism than those who don’t. Here’s how to work with your spouse or partner on planning for the future.

 
Voting and Volatility

Voting and Volatility

Wondering how the presidential election will affect your portfolio? Here are some insights on how markets have performed in past elections.

 
Emotions and Market Volatility

Emotions and Market Volatility

Market volatility can be stressful for individual investors. If the financial news routinely makes you nervous, you're not alone. But to protect your portfolio's value, it's important to recognize and manage those emotions rather than act on them.