Index mutual funds and exchange traded funds capture more investment dollars every year as the theory of passive investing gains adherents. The advocates of this approach contend that actively searching for the best companies adds costs but little value-so why not...
We’re living in a digital world. Nowadays, those important papers that you used to stash in a file cabinet or a safe deposit box often are created and stored electronically. That can remove some of the clutter of having lots of paper around, and it also may be good...
Charitable giving in the United States has rebounded. In 2013, such donations were up 4.9% from a year earlier. According to the “Charitable Giving Report” for 2014, large nonprofit organizations grew by 5.7%, medium-sized organizations by 3.8%, and small...
Quick: Who are the beneficiaries of your retirement plan, life insurance policies, and investment accounts? Many people don’t remember whom they named as a beneficiary or are uncertain. But it’s important to know, especially if your circumstances have...
A Section 529 college savings plan can be a tax-smart way to help your children pay for their higher education. But you should also be aware of several potential pitfalls of this planning device. Here’s a brief rundown on the main pros and cons. The Pros The...
