Archive for September, 2008
Thursday, September 18th, 2008
With average college tuition up 6.3 percent at private schools and up 6.6 percent at public schools this past school year, money management is a bigger issue than ever on college campuses. That’s why it’s good to send your freshman off to school with a 10-point plan on how to ...
Posted in Uncategorized | No Comments »
Thursday, September 18th, 2008
Managed Payout Funds Are One More Entry in the Retirement Spend-Down Picture
Insurers have long been part of the effort to help retirees spend down their nest eggs through annuity products. Now, the mutual fund industry is jumping in with a competing offering for individuals who may or may not be ...
Posted in Uncategorized | No Comments »
Thursday, September 18th, 2008
Like many difficult situations with people we love, planning to take over an older relative’s finances is best done in happier times, when both sides are healthy and various options can be considered. Unfortunately, events can sometimes intervene – death, illness or natural disasters can make an elder’s need for ...
Posted in Uncategorized | No Comments »