April 23rd, 2010 by admin
What is “Book Value” of a mutual fund? Is GAAP satisfied, using it in monthly statements w/o showing mkt value?
I’m asking b/c a beneficiary of a special needs trust has been given accounting’s that only show the book value of her account. It appears that she has Read More...
February 25th, 2010 by admin
What Ward Told the Beaver About Savings
“The Boomer” is a column written for adults nearing retirement age and those already in their “golden years.” It will also promote reader interaction by posting e-mail responses and answering…
Parlay Your IRA into a Family Fortune: 3 Read More...
February 22nd, 2010 by admin
Setting up a college trust fund for a family member?
I’m researching setting up a college trust fund for my niece and have a few questions.
I’ve looked at a handful of websites, MetLife.com being one of them, and everything seems to relate to “estate planning”. I’m not interested in Read More...
January 23rd, 2010 by admin
Celebrate Anniversary and Make it Memorable With Fascinating Gifts
Are you wondering how you would preserve the sweet moments of your first anniversary and celebrate in a unique way? The first year of conjugal is significant and every couple desire to celebrate by presenting gifts. Moreover, many Read More...
January 20th, 2010 by admin
Ask Your Employer About New Retirement Option Roth 401(K)
There’s a new kind of defined retirement plan on the market, but you may have to ask your employer to add it to your current plan.
In 2001, Congress passed the Economic Growth and Tax Relief Reconciliation Act (EGTRAA), which Read More...