Volume 3, Issue 7
Simple Steps for Your Estate
If you are like most people, wills, trusts, life insurance, disability income insurance, and advance directives are topics you would just as soon avoid. Yet, timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones.
(Read the Full Story)401(k) Debit Cards: SEC Alert
The U.S. Securities and Exchange Commission (SEC) has issued an investor alert warning 401(k) plan participants to exercise caution when offered a “401(k) debit card” by their employers.
(Read the Full Story)College Costs: Help from Uncle Sam
Applying to colleges requires a course of study all its own. When you add the need for financial assistance, you may feel you are faced with a situation you would rather avoid altogether. However, the benefits of completing the required forms in a timely manner can make the effort worthwhile, especially if it pays off by allowing your child to attend the school of his or her choice.
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