Archive for June, 2005
Thursday, June 2nd, 2005
You did what you were supposed to do financially at the start of the year. You established or reviewed your financial plan to be sure its goals and strategies were still appropriate, rebalanced your investment portfolio, made sure your estate plan was in place, checked your insurance coverage, and so ...
Posted in Financial Planning | No Comments »
Wednesday, June 1st, 2005
A recent U.S. Supreme Court ruling and new federal law have extended bankruptcy and lawsuit protection over most assets in individual retirement accounts. But the protection may not be complete for owners of large IRAs, caution financial planners.
Under federal ERISA law, assets held in most employer-based retirement plans such ...
Posted in Asset Protection, IRAs, 401(k)s, 403(b)s, TSP(s) | No Comments »
Wednesday, June 1st, 2005
In a divorce settlement, it's common for both parties to focus on immediate financial concerns. Yet it is the long-term financial consequences of divorce that frequently are more devastating. Here are some of the most frequent mistakes and how to avoid them.
Taking the house. The spouse who will have ...
Posted in Divorce | No Comments »
