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 —...
... unless you don’t want them to be. From food to football and more, check out my favorite unique economic indicators and the reasons behind them. ...
Ready to do some spring cleaning? While you can toss expired foods and donate used clothing without risking your personal information, properly tidying paper and personal information requires a couple safety precautions. Learn what to shred and when, what to keep, and how to protect...
What’s the history behind 401(k) plans? And is it always a good idea to contribute or even max out your 401(k) contributions if a plan is available? Let’s take a look at the upsides — and four reasons why you might want to reconsider contributing...
When it comes to investment management, is an active or passive philosophy best for you? Learn the pros and cons of each, and see if one style — or a mix of both — could be right for you, your investments, and your goals....
Where are your assets located? You might allocate them a certain way to reduce risk, but location is another important part of maximizing returns and reducing tax burden in your investment portfolio. Learn the implications of asset location....
Leaving a job where you bought your employer’s stock in your 401(k)? Making the best choices for your money is key. See a couple different approaches....
| Assets Under Management | Annual Fee |
|---|---|
| $0 - $1,000,000 | 0.60% |
| $1,000,000 - $3,000,000 | 0.50% |
| $3,000,000 - $5,000,000 | 0.25% |
| $5,000,000 and above | 0.10% |