Happy Independence Day! While tax season may seem like a distant memory for those haven’t filed extensions, July can be a great time to check in on your tax situation and begin planning for the rest of 2019. Learn about the history of taxes in...
Is your financial plan complete? Considering a 20-year-old today has a 25% chance of becoming disabled during his or her working years, disability insurance is an important consideration. Learn about coverage options and the value of protecting your income through accident and sickness insurance....
Looking for more ways to give money to the kids in your life? If Section 529 plans, Coverdell accounts, and IRAs don’t seem like the right gifting vehicles for you, the options in part 3 of our series may be of interest. Read on to...
What’s the difference between “good” and “bad” debt? Get a snapshot of debt levels in the U.S. today — and learn three of the most-used methods for paying it off....
In Part 2 of our series on giving money to kids, we explore two other higher education investment vehicles: the Coverdell Education Savings and individual retirement arrangement (IRA) accounts. Learn the ins and outs of each — as well as how they compare to 529 plans...
With the FAFSA deadline coming up fast, what should you look for — and avoid — when considering federal student loans to help fund college for yourself or your child? Get a better idea of repayment and forgiveness options — and watch out for these...
Insurance is a safeguard for the things we love, but that doesn’t mean all insurance is created equal … and the same goes for insurance salespeople. Learn what sales tactics to watch out for so you can enter any conversation about insurance with the know-how...
Searching for the best way to give to the little ones in your life? In the first post in this three-post series, we look at one vehicle: the Section 529 College Savings Plan. If you want to save up to send a child to college,...
Today’s chip cards are safer than the magnetic-stripe-only cards of yesteryear, but that doesn’t mean credit theft is a thing of the past. How can you protect yourself — and what can you do if you fear you’ve been a victim of credit fraud?...
Do you remember opening your first savings account? After playing the Money Game with my kids, I decided it was time for my boys to open their own savings accounts, just like their big sister. See how we went from piggy bank to bank —...
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.75% |
| $1,000,000 - $5,000,000 | 0.50% |
| $5,000,000 and above | 0.25% |