As some assets appreciate in value and others lose value, your portfolio’s allocation changes. Rebalancing is the remedy for asset drift and an important part of maintaining a healthy investment portfolio.
Following some basic guidelines will ensure the beneficiary designations you make are accurate and up to date.
"Determining what to invest in should be based primarily on the needs, temperament, and available resources of each individual or family," write Jeff Witz, CFP, and David Zemon.
With the U.S. stock market reaching record highs, it’s important to know how to prepare for an eventual fall. Plus, tax credits may be available for tuition payers.
When trying to determine how much is enough when saving for retirement, there are many elements that must be considered. Plus, weigh these pros and cons when deciding how long to receive payments from an immediate annuity.