May, 2015
Rising Longevity and Your Retirement
New research indicates that Americans are living, on average, two years longer than previously estimated. How might those extra years impact your retirement plans?
April, 2015
The Delaware Trust Advantage
Delaware's favorable trust laws make it an attractive environment for individuals and families seeking flexibility, confidentiality, and reduced tax liability.
April, 2015
Life Insurance: A Flexible Wealth Management Tool
When reviewing your wealth management strategy, don't overlook the many uses of life insurance.
February, 2015
Midcap Funds: Why They May Be the “Just Right” Investment for You
Midcap stocks occupy a unique place in an investor's portfolio between large-cap stocks and small-cap stocks.
February, 2015
The IRS Clarifies Rules on Rollovers of Retirement Plan Monies
After years of ambiguity, the IRS has ruled definitively that plan participants can roll after-tax contributions into a Roth IRA tax free.
February, 2015
Plunging Oil Prices: A Good News/Bad News Story
As crude oil prices hit their lowest point in more than four years, consumers around the globe are asking: What are the potential benefits and downside of lower oil prices?
January, 2015
Does Your Portfolio Reflect Your Risk Tolerance?
There are many types of risk associated with investing. Understanding each type and the effect it may have on your portfolio returns is crucial to your long-term investing success.
January, 2015
Stay Invested—Keep Long-Term Potential Alive
History has shown that investors who adhere to a buy-and-hold strategy are more likely to be positioned well when market opportunities arise than are investors who dart in and out of the market.
January, 2015
Your Dollar at Work—12 Months of Smart Savings Tips
Start the year right with these month-by-month saving and spending tips.
January, 2015
A Net Worth Statement Helps Keep Retirees on Track
Your net worth is more than just your income. A net worth statement presents a composite "real-time" picture of your overall financial health.
December, 2014
Strong Dollar, Weak Dollar—What It Means for You
Fluctuations in the dollar's value are inevitable. Here's how to manage your day-to-day finances and your portfolio through those blips.
December, 2014
Six Questions to Ask Older Parents
As your parents age, they may become increasingly reliant on adult children to help them manage their money. Here are some questions to help you get the conversation started.
August, 2014
Tips for Minimizing the Tax Bite on Retirement Assets
While tax-advantaged retirement accounts can be ideal for sheltering retirement savings from taxes, they can be highly exposed to tax issues in an estate if managed improperly.
August, 2014
Planning Spotlight: Special Needs Trusts
Raising a child with special needs? If so, your financial plans need to reflect that reality.
August, 2014
What Rising Interest Rates May Mean to You
Rising interest rates can provide investors the chance to reinvest in bonds offering higher yields.
July, 2014
Women, Wealth, and Legacy Planning
Women are increasingly the guardians of family wealth and can benefit from following some "best practices" in wealth management and preservation.
July, 2014
Is It Time to Rebalance Your Plan Investments?
Rebalancing, or reallocating, your retirement plan investments on a periodic basis should be a standard part of the investment process.
June, 2014
Mutual Fund Categories: A Primer for New Investors
New to mutual fund investing? This primer on fund categories may help you get started.
June, 2014
Life Insurance and Your Estate Plan
Life insurance may help you to pay estate taxes while preserving more of your wealth for future generations.
August, 2013
Living in Retirement: A Three-Phased Approach
Although many Americans now plan for a retirement up to 20 years, your retirement may last much longer.
August, 2013
Using Index Funds as Part of Your Portfolio
Index funds continue to grow in popularity among investors. Should you make index funds a part of your portfolio?
August, 2013
Charitable Trusts: Choices for Gifting
The greatest benefit of charitable giving is the knowledge that you've helped make a difference in the lives of others. Charitable trusts allow you to take your generosity one step further than simply writing a check.
May, 2013
Alternative Investments: Diversification Potential
While so-called "alternative investments" come in many shapes and forms, they share one common element: They can serve as a portfolio diversifier, helping to offset the volatility of equities.
May, 2013
Target-Date Funds: Are They Right for You?
A target-date fund is a type of investment designed to provide investors with a convenient way to select and maintain a portfolio's long-term asset allocation. This article explains how target-date funds work and the role they can play in helping readers pursue important financial goals.
May, 2013
How to Improve Your Credit Score
It can take years for your credit score to bounce back from a delinquency or default. Find out how to improve yours.